Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 259.65

+2.3%

Jan 23 3:59 PM EST

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To: Petz who wrote (135848)	10/11/2004 6:20:32 PM
From: Joe NYC	Read Replies (2) of 275872

Petz, Well, there is this: theinquirer.net which contains something about a demo (???) of 8 physical core processor with Socket 940 compatibility (hard to believe, depends of what they mean by "demo"). It also contains something about Microsoft using Opteron servers internally. So my guess is that it will be either one of those 2 (multi-core, or some big chunk of Microsoft standardising on Opteron), or something that ties the 2, like a licensing deal on 2 core CPUs (not being more than HT licensing). Any other ideas? If it was something really big, it would probably leak by now, so I am expecting only a modest announcment. Frankly, Microsoft standardising on Opteron servers, enterprise-wide would be a blow-out announcement, IMO, also, something along the lines of MSFT+IBM+AMD = XBox 2 would be a blowout announcement. Joe

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