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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Joe NYC who wrote (109175)	5/3/2000 2:27:00 AM
From: Daniel Schuh	Respond to of 1579244

Joe, I think you're right about Hotrail and a limited market. I wonder if they'd sell their design cheap? Short term, I'd say the big opportunity for AMD is DDR, if they can get a solid chipset out soon, it will be a big win. But I think AMD has to plan on doing it themselves, Via doesn't inspire much more confidence than Hotrail. Though maybe Via will get a message from Intel's "80% Intel processors on Intel mobo" statement, who knows? Cheers, Dan.

To: Joe NYC who wrote (109175)	5/3/2000 2:28:00 AM
From: kash johal	Read Replies (2) \| Respond to of 1579244

Joe, The servers represent high margin biz growing rapidly. AMD promised 2 way AThlons in Q4 99. It now looks like they will be close to 1yr late. Intel MISCUED with cascades and xeons have been dogshit slow. AMD had a significant oppty in 2 way servers which has been blown. There is no 2 ways about it. Intel ships around 1M server chips/qtr at an average ASP of $1000 ++ They probably make $800 net on each one they sell or close to 50% of Intels operating profits. Until AMD plays in this arena Intel has a major profit source to subsidize its desktop offerings. And this is critical on building a long term viable biz that is somewhat impervious to Intel attack. regards, Kash

To: Joe NYC who wrote (109175)	5/3/2000 10:10:00 AM
From: pgerassi	Respond to of 1579244

Dear Joe: AMD showed in a presentation late last year, I believe, how to make an 8 way Athlon SMP. There were only two types of chips shown on that diagram. One was Athlon CPU cores, and the other was LDT based 2 CPU SMP Northbridge Hubs. Each hub talked with 3 others. I assume that each hub had 1 or 2 DDRSDRAM channels. Thus only a two way SMP Northbridge DDR chipset is required as a building block to N*2 Way SMP Athlon Servers. This Northbridge could also be used for Alphas. Thus the EVx "bus", and the LDT "bus" which are point to point connections, go great together. This highly scalable architecture will produce great things for AMD Super Servers. All it needs is a 770 class Northbridge. If they are taking the time to make sure that the 770 can be used in this configuration (or an LDT enabled derivative), then I can see why it is taking so long. This might be the "Touchdown Bomb" that may give Intel fits and long faces. Pete