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Technology Stocks : Intel Corporation (INTC)
INTC 40.78+0.7%Dec 10 3:59 PM EST

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To: Paul Engel who wrote (113571)10/14/2000 5:06:36 PM
From: Tony Viola  Read Replies (5) of 186894
 
Paul, thread, Linley Gwennap is not too impressed with AMD's move into servers (whenever that is). I'm guessing he means to not expect things like RAID, hot plug and redundant PCI, drives, fans and power supplies like you can get in the better servers today, in whatever AMD 2-ways come out. ECC memory I would think would be a no-brainer.

While the dual-processor configuration represents a move toward more complex computing platforms, the company is nevertheless grazing at the low end of the server market, according to Linley Gwennap, an analyst at the Linley Group, Mountain View, Calif.

“We're talking about dual processors where there are a lot of volumes but not many margins,” Gwennap said. “If you have a little file server in your office, their technology is okay, but if you want a high-reliability box, it's not there.”


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