Seimens will announce a server. Fujitsu and NEC will each announce workstations.
Got any HPs, IBMs, Compaqs or Dells? Someone made an interesting point about development cycles companies can make available, in a discussion yesterday, actually about Microsoft. Seems they've got the OEMs so busy bringing up platforms with all their new software this year, or last: W2K of course, Datacenter, XP, 64 bit Whistler, that the OEMs are having to make some other companies' software that used to be tier one, into tier 2. Lower priority, and with reduced headcount everywhere, guess what? Tier 2s might go into phase 2, or might not get done at all. Same exact thing is happening WRT AMD. On the hardware side, the OEMs are so busy with Foster DP, Foster MP, Itanium (better believe it) and Tualatin, that AMD got downgraded in priority, if they ever were on the plate to consider anyway. The biggest AMD killer, WRT not leaving any development budget for AMD in servers, believe it or not, is Tualatin, let you tell me why. Criminy, even Transmeta has gotten more design wins in server development this year than AMD, that will actually sell product in the major markets.
So, Siemens is located in Germany, a "somewhat nationalistic country" where AMD employs a fair amount of people and gives an auto manufacturing country some additional high tech. Fujitsu is strongly allied with Siemens in Europe. Big whoop over those two design wins. |
