SI
SI
discoversearch

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.
Technology Stocks : Intel Corporation (INTC)
INTC 40.56+10.2%Nov 28 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Tony Viola who wrote (128301)2/25/2001 3:44:56 PM
From: Cirruslvr  Read Replies (1) of 186894
 
Tony - RE: "I'm glad you see the beauty of Tualatin. It makes for a double wall barrier, with Foster, against any glimmer of hope for AMD in big OEM's servers. That's big OEM' servers, but small or large servers, either one. ... What does AMD have to hold a candle to 2.0 GHz DP Foster with SMT technology in July?"

Who says AMD has to go for the home run with the upcoming 760MP platform? Based on AMD's past, they will probably look for niches where a dual-Athlon system will be a better fit than a dual-Intel system. Since this IS AMD, we know they will try to undercut Intel prices as much as they can which will allow a dual-AMD system to compete on price with a dual-Intel system. As far as performance, its still up in the air because no one outside of the "lab" has seen 760MP benchmarks. Of course, reliability is also a concern, especially since the 760MP has been delayed soooo much. I don't know if AMD will try to compete with Foster because of price and maybe performance now (confirmation of SMT).

I have no expectation for AMD to enter the server world like they did with the Athlon in the high-end PC market. In fact, I think you are right that AMD servers won't amount to much this year. It may turn out that AMD can't compete with Intel at any level, but I just think it is too early to shut the door on them this quickly.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News