Formerly About Advanced Micro Devices Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: kash johal who wrote (109163)	5/3/2000 2:11:00 AM
From: Joe NYC	Read Replies (3) of 1579260

Kash I agree the hot rail miscue is pretty disastrous. Although it would be nice to have a 4 to 8 way chipset, theoretically speaking, practically, this whip would not go anywhere. I think it would be a little over-optimistic that Athlon, Thunderbird or Mustang will ever go to servers with over 2 processors. There are about 2 or 3 market segments that AMD has to penetrate to gain enough credibility to go into > 2 way servers: Mainstream business computers, High end / workstations, with potentially dual processor, and low end / mainstream servers (single or dual). Right now, AMD has pretty much 0 market share in these segments. It will take time to penetrate these segments. At this point, if you told me that in May 2001 AMD will have 30% of single or dual servers, I would consider it a huge success. In my opinion, Hot Rail's chance of making money on Athlon class chipsets in > 2 way configuration is pretty much zero. Where the opportunity will be is with Sledgehammer, which will be completely new core, requiring new chipsets. This is where AMD has a chance. This is why I would be curious if AMD has any team working on a > 2 way chipset internally. Joe

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next