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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.94+0.1%3:59 PM EST
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To: Tenchusatsu who wrote (45267)6/27/2001 9:02:48 PM
From: Jim McMannisRead Replies (1) of 275872
 
Tench,
RE:"Jim, the margins in back-end servers will come down all right. Big customers will be transitioning away from proprietary expensive RISC servers like UltraSPARC and coming to better performing, higher volume, lower-cost, and (relatively) open-platform servers like Xeon and Itanium. Even a $4,500 Itanium CPU is a bargain, considering the $60K servers they are going into cost much, much less than a comparably-performing RISC server"

That's exactly what I mean't.

Maybe AMD can pick up a few scraps.

JIm
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