Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 203.14

-0.8%

Jan 9 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

From: Rink	2/23/2005 9:40:03 AM
	Read Replies (3) of 275872

...It's hard to imagine that IBM will continue building its own chipset for the Xeon market for too much longer. It may be able to top rivals on a couple of high-end features but its narrow focus on the Intel-only market is starting to look a little silly. IBM states that the x366 beat out HP's four-processor Opteron-based DL585 by 8 per cent on the TCP-C benchmark. What happens come mid-year when AMD rolls out dual-core Opterons, while Intel customers are still stuck with single core chips? Opteron-based systems also scale better than the Xeon kit, according to most analysts. The high-end x86 market hasn't developed the way some expected. One- and two-processor systems still account for the vast majority of sales with bigger boxes being bought by just a handful of customers. With those low-end boxes, customers are looking primarily at performance and Opteron is winning on most accounts. They may well turn to a company such as HP down the road that offers choice and performance over a company bragging about its chipset with a fancy name theregister.co.uk No new facts. But as perception is everything I thought this story still worth mentioning. Regards, Rink

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next