Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 240.07

-4.8%

11:50 AM EST

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To: TGPTNDR who wrote (103838)	10/28/2003 10:50:10 AM
From: Joe NYC	Read Replies (1) of 275872

tgp, You're looking at it from the wrong direction. Iff the Opteron servers are as good as they seem to be they'll quickly take 40% of the X86 server market. Please note that over 50% of the web server market is now running Linux/Apache. That's a market where INTC makes much of it's BUCKS and one where MS can't continue to lose market share. From what I read, all of the market share that Linux gained was from weak Unix competitors. As far as web servers out there, the beginning of competition did not have Microsoft at 100% and Linux at 0%. It was more like Microsoft at 0%, Unix at 100%, Linux at 0%. But with most of them (except Solaris) out of the way, it will look more like a 2-way fight between Microsoft and Linux from now on. Joe

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