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To: chic_hearne who wrote (104398)6/13/2000 12:55:00 PM
From: Tony Viola  Read Replies (1) | Respond to of 186894
 
chic, continuing from my last post, speaking of servers, the Pentium Pro came out about five years ago, and blazed a trail for industry standard small to mid range servers based on x86 CPU chips. That trend continued with the Xeons, servers based on which are growing revenue at 33% per year last I saw. Foster will continue the 32 bit story, and Itanium/McKinley servers are either in development, or already in the hands of developers, by the thousands, in the case of Itanium. I can say with mucho certainty that virtually no development $$ has been spent by server manufacturers on AMD based servers. What is AMD waiting for to go after some of that market? I mean, the trail blazer PPro came out 5 years ago (no salt in the wounds of Portland fans intended). The #2 x86 vendor should have jumped all over that opportunity, especially with the server chip design being so close to the desktop one. Actually, AMD has had to concentrate on desktop only with their limited R&D funds. They would have been much more of a dangerous competitor to Intel if some Deep Pockets Inc. had bought them out years ago, and funded more programs than just desktop.

AMD right now could be described as a one trick pony, which is also playing its hand very close to the vest (1 GHz only T-bird, best they can do is equal the older product?). Intel is diversifying, which they have to to keep growing in the manner in which we're accustomed. Intel could see another parabolic growth spurt from the new comm chips and systems, server chips and systems and web hosting businesses. AMD has nothing but desktop chips to grow.

Tony