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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: porn_start878 who wrote (9435)	9/20/2000 10:01:01 PM
From: Cirruslvr	Read Replies (2) \| Respond to of 275872

Max - RE: "AMD will have to compete with 700 MHz XEON with shared bus SMP. They're set for a higher stake than 10%... I would say 35% by Q3." Whoa, back up a sec! What makes you so sure AMD servers will be such a hit next year that they get 35% of the market? And even if they are a hit, what makes you so sure AMD can even supply 35% of the market? And if AMD can supply 35% of the market, what makes you so sure there will be enough OEMs willing to sell AMD in servers to 35% of the market? I would be extremely happy if AMD could get even 10% of the market by Q3, and I'm not even expecting that to happen. Servers aren't like desktops, meaning AMD can't just show up on the doorstep and say "hello, I have a really fast processor. will you buy it?". AMD and its OEMs have to prove the AMD platform is as reliable as the Intel platform before they even hope to get 1% of the market. BTW, Intel won't be stuck at 700MHz forever... Foster comes out next year and may provide good competition. And it appears to have multi-threading.