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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.990.0%Dec 26 9:30 AM EST
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To: rupert1 who wrote (176291)11/1/2005 1:57:46 AM
From: Smallpops7Read Replies (2) of 275872
 
From the Rackable CC prepared remarks:
"The most notable development in the server arena was a fairly significant increase in adoption of AMD Opteron based systems. On a unit basis the percentage of systems with AMD cpus exceeded 80%."

From the Q&A:
Question: Thank you. Couple questions here. Looking at Opteron mix, Looks like Opteron was very strong in the Q. Stronger than we would of thought, can you talk a little bit about whats driving that and given the optimism you guys are forecasting for Q4 do you expect that same kind of level of Opteron interest to carry forward into December quarter.

Answer: OK, so Opteron is basically being demanded by the customer base. Primary due to power consumption economics in our opinion. And the relatively significant swing from quarter to quarter is due to the fact that many of our Intel customers
were relatively concentrated and some of those converted to Opteron. So we had a pretty significant shift in particular in one of our larger customers that swung it from Q to Q. I do believe going forward in Q4 that we are likely to continue to see a mix that is along the lines as what we saw in Q3 although I don't have specific projections for you on that number.

I can't get times indexes for the above. There is some nice stuff in the CC.

Smallpops
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