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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 259.65+2.3%Jan 23 9:30 AM EST

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To: Tony Viola who wrote (41388)5/28/2001 1:01:12 PM
From: pgerassiRead Replies (3) of 275872
 
Dear Tony:

Even by Anand's benchmarks in DB serving, a single Tbird beats 2 way P3, thus, a dual 1.2 Tbird beats a 4 way P3. Therefore, companies can buy dual Athlon servers that outperform 4 way P3 servers and with 1.4 Tbirds on the way, even 4 way P4 servers. The bottleneck for the 2 and 4 way P3s and P4s is that they share the bus bandwidth where 2 way Athlons do not. Besides, most DBs are sped up by Beowulf type clusters in most over SMP boxes due to these being IO bound mostly. Again, just look at Anand's server cluster.

AMD will take the dual workstation market away from Intel since they were already taking market share with single CPUs already.

Pete
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