Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 216.64

-2.0%

10:29 AM EST

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To: wanna_bmw who wrote (81205)	5/31/2002 7:07:48 PM
From: Dan3	of 275872

Re: How many 4-way and above servers will AMD be selling with their whitebox reference design? 80% of the server market is controlled by 4 main OEMs. If AMD picks up HPQ and SUN, AMD will have access to more than half the tier 1 OEM market for multiprocessor (4-way and above) servers. If AMD is really able to publicly demonstrate a 4-way Hammer server at Computex... The sky's the limit - this would be a pull in of nearly a year compared to what Intel was expecting as recently as 6 months ago, and would be confirmation that the "glueless logic" multiprocessor design of Sledgehammer works. A "glueless logic" architecture substantially increases performance while dramatically cutting costs (if it can be made to work!). This would give AMD a fundamental design advantage over Intel in a second major semi segment (the first being mirror-bit in the flash market).

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