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

To: Cirruslvr who wrote (9440)	9/20/2000 10:31:02 PM
From: porn_start878	Read Replies (3) \| Respond to of 275872

Cirrus, What makes you so sure AMD servers will be such a hit next year that they get 35% of the market? Mustangs will be clocked at worst 1.1 GHz and faster, -it'll have the same amount of cache than Xeon, -it'll have point-to-point chipset which prevents from spliting the bus's bandwidth -it'll have multiple chipsets relied through LDT, each northbridge having it's own memory access instead of having 8 CPU sharing the same memory bus -it'll be based on AMD chipset, I agree that it will take time to proove the stability... I think it'll be done over 4-5 months. the market share will increase gradually. The total unit shipment isn't that huge in the x86 server market; AMD has the capacity to take as much as 35%... however I admit that this guess was too quickly typed : my point was that 10% is way too low... 5% by april, 12% by june, 18% by august and 25% by october. Foster will have to fight against LDT and I expect some slippage in it's DDR chipset. It'll also have to proove to be as stable as the Xeon and will not replace xeon the day of it's launch. However, I admit I don't know much on the Foster's SMP capabilities. I just think that the K7 is the x86 chip that is best designed for servers. It could even be our Noah's ark if the willy's competition gets tough. Max I, as you read, admit that 35% in Q3 is exaggerated.

To: Cirruslvr who wrote (9440)	9/20/2000 10:51:41 PM
From: crazyoldman	Read Replies (1) \| Respond to of 275872

Cirruslvr, Re: 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. At work we are approaching 6 months of fast and rock solid service from our Slot a 700 MHz NT based server. It has not caused one a single problem for us. There's lot of things folks do with servers that we don't, but we depend on our machine daily and it has been a pleasure to use. I don't think the boss would let me remove it even if I wanted to. Day by day that system has proven itself to me, I'm now a believer. Kindest regards, CrazyMan