The Meltdown means lots of system stretch calls.
With budgets slashed, one of the most common questions we get asked is "Rather than buy all new systems, can you upgrade our existing systems and stretch their lifecycles for less cash until the budgets get rosey again?" We have a mix of Xeon and Opteron servers, and for the Xeons the options are limited - if they want more CPU oomph then they are usually going to have to fork out for a new Nehalem server. But with the Istanbul offering we might be able to upgrade some of our servers just by swapping out the CPU - less money for the server vendor, but then AMD only makes the CPUs so just as much money as a new server to them. Too early to tell if this is practical but there's enough interest to keep AMD in the game and stop it turning into a Nehalem whitewash (which may be the whole reasoning behind Istanbul in the first place). The problem for AMD is we are usually being asked for more memory rather than more CPU grunt.