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 259.65

+2.3%

Jan 23 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: pgerassi who wrote (230852)	4/20/2007 8:55:07 PM
From: dougSF30	Read Replies (1) of 275872

Dear Pete, You're telling tall tales again. 4 socket servers are the trend for server consolidation via virtualization. False. The trend is away from 4S toward 2S & 1S. Paul Otellini I think the overall shift to DP in particular is one which is kind of the overarching trend in the industry over the last three or four years. That has picked up a bit as we've shifted to Dual and now Quad-Core products, because the Quad-Core DP is essentially a cheap 8-way, with much of the robustness and very good price performance and the power matrix are exceptional. So that's driving an overall trend away from MP towards DP in the industry and that's going to modulate quarter-by-quarter, but for the most part that is the trend line that we operate on. And in MP space, that really gets down to the specific customers and specific product lines and so forth. I don't know that I want to comment on our customers, except to say that this over arching trend is one that we would expect to continue over the course of the year. seekingalpha.com I suppose I shouldn't hold my breath waiting for any evidence to the contrary from you, because you don't have any.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next