Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 213.43

+6.2%

Dec 19 9:30 AM EST

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To: Monica Detwiler who wrote (78552)	4/27/2002 7:46:31 PM
From: niceguy767	Read Replies (2) of 275872

Monica: "So. history tells us that if the Opteron is launched, say in March of 2003, in February 2004 (11 months after launch), no serious MAJOR OEMs will be selling AMD Opteron-based server systems. And that is almost two years from now." History does not include an AMD enterprise lineup the likes of the Opteron...I wouldn't count on INTC maintaining enterprise marketshare once Opteron arrives...AMD gained marketshare with Athy, and by all indications, enterprise price/performance advantage offered by Opteron will be even greater than that provided by Athy...INTC's marketshare is poised to take another kingsize hit upon Opteron's arrival...

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