It is further confirmation of previous reports but comes as an anti-Intel FUD campaign is in motion.
Now there's one for the book. The plans suggest that IBM is quietly working behind the scenes to help scotch Intel's Itanium too, damaging Hewlett Packard in the process.
This second tactic is undoubtedly part of some cunning Big Blue FUD (fear, uncertainty and doubt) tactic and includes suggestions that HP wants to tell Intel to get its mitts off the development of the Itanium processor.
That would be another one for the book. Because Intel got its mitts on the Itanium development people HP had on the case, as we revealed here before it happened. IBM's reasoning for such an HP move - or perhaps irrationality in this case - would be that it's better at playing the high end server chip game a la PA-RISC and Alpha than Intel.
We have few fears that Big Blue's argument is both uncertain and doubtful.
But the Opteron-Power 7 argument has legs. The close relationship between AMD and IBM means that such a thing is well within the realms of practicality. The big concern for AMD is that it might do well to reflect on the past and other relationships IBM Microelectronics has had with other chip firms in the past.