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 252.04

+0.3%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: dougSF30 who wrote (218555)	12/1/2006 11:05:13 PM
From: rzborusa	Read Replies (1) of 275872

Doug, How exactly will a 4S server benefit relatively more from the upgrade than a 2S server? Other than simpler 4S systems from an extra HT link, I can't think of anything. And when you factor in the relative size of both markets, and more importantly, the fact that competition is most fierce below 4S, I think it is clear that this is being tossed out as an excuse to cover what will be a slow ramp of difficult-to-yield parts. Why provide an excuse at all? There's really no need for one. I think you are the one characterizing it as an excuse. It also fits within the three food group pyramid, server, nb, desktop, top down thingey. The most expensive chip in the most expensive product/socket. Concerning yield there must be some fuseable link salvage of the also rans.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next