Advanced Micro Devices - Moderated (AMD) Message Board

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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: THE WATSONYOUTH who wrote (41631)	5/30/2001 2:44:29 AM
From: Joe NYC	Read Replies (2) of 275872

TWY, I read rudedog's post, and I believe (I could be wrong) he commits the same error as Tony Viola, when talking about revenues from 4+ way servers. They are talking end products, the machines, not the components that go into them. For example, an OEM's desktops may have 30% margin for the OEM, 1-2way servers let's say 100% and 4+ way servers 400%. But this is Compaq's revenue, not Intel's. When someone puts a super duper Xeon CPU in a 2-way box, the same CPU will go into 4 way box, except twice as many CPUs. I am not sure what other component Intel provides. Most of the volume servers use Serverworks chipsets. The only argument about 4+way machines and all this extra revenue may come from the fact that these machines are more likely going to use the 2MB L2 Xeons, which are 2K or 4K. IMO, your original estimate is probably better than the revised one. Joe

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