SI
SI
discoversearch

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 214.990.0%Dec 26 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Smallpops7 who wrote (176298)2/2/2006 7:32:34 PM
From: Smallpops7Read Replies (1) of 275872
 
From the Rackable CC prepared remarks:

~6:40
In the server arena we saw continued strong adoption of AMD Opteron based systems. On a unit basis the percentage of systems with AMD CPUs exceeded 90%.

Q&A:
28:52
Could you talk a little about availability of AMD processors, chipsets, just given the gaining popularity of Opteron, are lead times shortening, lengthening there, how are you managing that going forward?

We've been fine in our supply of AMD Opteron chips and chipsets and I think AMD has done a good job of bringing additional capacity online. They have announced obviously additional manufacturing capacity in their ecosystem and so far so good in terms of our ramping of AMD sales with them.

The next question talks about Rackable vs the competition. This is an interesting exchange. But I'm lazy and don't want to type it all up, so go listen :)
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News