Where is Tukwila?
"The business critical systems unit, which is where those Itanium servers and some ancient parts for PA-RISC and Alpha systems come from, declined by staggering 30.3 per cent, to $578m. Lesjak blamed "a continued elongation of customer decision cycles" for the declines at the BCS unit."
That customer decision cycle started in 4Q 2008 when Tukwila was supposed to be available. In February of this year we learned Tukwila would be end of year. In May we found out it will be 1Q of 2010. We were now just told that limited availability will be 2Q 2010.
Expect a decline of 50% or more next quarter. We will not buy anymore Itanium products.
To exasperate the delay problems we read with the delay that Tukwila is on track to being twice the performance of todays chip. Quick math of 2X the cores per chip with 2X the performance per chip says we will not see a faster Itanium core until 2012 at the earliest if Poulson ever makes it to market...it still does not have a date.