Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.80

+1.7%

Jan 16 3:59 PM EST

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To: Paul Engel who wrote (41234)	5/26/2001 9:54:38 AM
From: dale_laroy	Read Replies (2) of 275872

>Why ? Intel's OEM customers sell XEON Servers.< AMD need not sell a single processor into the server market to bring the prices of 256KB and 512KB L2 cache Xeon processors tumbling down. These processors are also sold into the workstation market, and I find it difficult to believe that Compaq will not be announcing at least an Athlon 4 based workstation. Of course, considering the TBird is itself quite suitable for the workstation market, and the workstation/enterprise Palomino will be limited to 1.2 or possibly 1.4 GHz, a more logical announcement would be a thin server offering based on the Palomino. I do not expect this however, since Compaq just recently announced a PIII based thin server product.

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