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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 203.14

-0.8%

Jan 9 3:59 PM EST

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To: Paul Engel who wrote (41234)	5/26/2001 1:02:47 AM
From: dougSF30	Read Replies (3) of 275872

Paul, Re: your 'post' >Why ? Gee, I wonder. >Intel's OEM customers sell XEON Servers. >So far, AMD seems to have lined up only Tyan to make a Dual AthWiper Motherboard. >How many IT managers buy motherboards and roll their own servers? LOL. I think you'll be (un?)pleasantly surprised by the number of OEMs that accompany the June 4th launch. >Further - how many 4-way and 8-way AthWiper Servers will be announced in the next 6 months? True. Well, Intel has the fastest desktop processo-- Wait a minute, now they don't! Well,at least Intel has the mobile market to themsel-- wait, scratch that, no longer true. Well, they have the workstation and 2-way server mark-- Darn it! No longer true either. So yes Paul, it appears Intel will exclusively control the n-way (n>2) server market for at least a few more months. Oh, and they have a lock on the Itanium market. Congratulations! Doug p.s. So when Intel Xeon margins take it in the chin because of AMD's dual-capable A4s, how are they going to charge more for Xeons that work in 4- and 8-way systems? Aren't those the same Xeon chips that work in 2-way systems? I thought so.

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