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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: Joe NYC who wrote (41476)	5/29/2001 12:11:43 AM
From: Tony Viola	Read Replies (2) of 275872

Joe, >So from Intel's point of view, there is no difference between say Compaq selling 2 2-way or 1 4-way server. I know the prices of these servers are high, but most of it goes into a fat margin for the OEM, plus additional R&D, Q&A that the OEM has to put into these. All it comes down to is Intel supplying a component that goes into these machines. And the component is more or less the same as the one that goes into the 1-2-way servers, where Intel will face competition. The components are different. The 2 ways use PIIIs, the 4 and 8 ways use big cache Xeons. There is no other supplier than Intel for the latter. So, they charge more for it. The way end users use these servers in a typical application is: 1-2 ways as web servers; 4-ways as application servers; 8 ways as database servers. The 1-2 ways won't serve well in the other 2 apps, so end users use the 4s and 8s there, making demand for the big cache Xeons. Tony

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