Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Joe NYC who wrote (109175)	5/3/2000 2:28:00 AM
From: kash johal	Read Replies (2) of 1579469

Joe, The servers represent high margin biz growing rapidly. AMD promised 2 way AThlons in Q4 99. It now looks like they will be close to 1yr late. Intel MISCUED with cascades and xeons have been dogshit slow. AMD had a significant oppty in 2 way servers which has been blown. There is no 2 ways about it. Intel ships around 1M server chips/qtr at an average ASP of $1000 ++ They probably make $800 net on each one they sell or close to 50% of Intels operating profits. Until AMD plays in this arena Intel has a major profit source to subsidize its desktop offerings. And this is critical on building a long term viable biz that is somewhat impervious to Intel attack. regards, Kash

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