Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 203.14

-0.8%

Jan 9 9:30 AM EST

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To: Cirruslvr who wrote (48821)	7/23/2001 6:24:53 PM
From: Dan3	Read Replies (2) of 275872

*Re: If you have been following the news recently you will know that Intel is going to make a big push to replace PIII with P4 in corporate PCs.* Which finally gives AMD the opportunity it has been waiting for. Corporate desktops are used to do word processing or data entry while connected to a server. Those desktops need to be small and quiet to be good "cubicle citizens" they do not need to be particularly fast. What they need is decent performance from a highly integrated motherboard that supports a small form factor. They need to be a stable platform in the sense that the components won't change for a while so that parts can be replaced later (if need be). This is where AMD was previously at a huge disadvantage. Its Athlons used a lot of power, the motherboards that supported those Athlons were large and required several add-in cards since they weren't well integrated. The net result was big, noisy boxes that kept changing. But the Athlon platform has now matured. The new SFF Athlon 4s use less power and can be used with a variety of integrated motherboards all of which have sound, video, and network built in. Some of the newer boards also have a micro ATX footprint - perfect for the corporate desktop. And AMD's platform is stable, they've been using one socket for many months and their roadmaps show they will continue to support that socket for years to come. Meanwhile Intel is prepared to offer corporate buyers no alternative to the huge P4 chip with its stringent power and cooling requirements the call for medium to large cases with noisy fans to support good airflow. The socket to be used is brand new and chipset and motherboard support will be limited and raw for the coming year. I think it's showtime for AMD on the corporate desktop.

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