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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 195.33-9.1%10:16 AM EST

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To: Monica Detwiler who wrote (76305)4/3/2002 10:52:27 AM
From: pgerassiRead Replies (2) of 275872
 
Dear Monica:

No corporate server design wins? Wrong! Mercedes has a Athlon Cluster serving crash simulations. Pixar uses Athlon Clusters for rendering. So do many others. Many of these are built by tier two OEMs or white box makers. Their marketshare is growing rapidly. Also, Fujitsu, NEC, Siemens among others are supplying Athlons in their European and Asian corporate lines.

Corporations are beginning to demand high performance per price and Intel does not cut it anymore. For the price of a dual P4 Xeon server ($10K), they get a 18 way Athlon Linux cluster that outperforms the former by 12 times at far higher reliability. That is why AMD marketshare at corporations are on the rise. Soon, even tier one OEMs will no longer be able to deny AMD from their public corporation USA lines.

Pete
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