Silicon Investor (SI) -- The First Internet Community

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 : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Tony Viola who wrote (113587)	10/14/2000 7:09:01 PM
From: Dan3	Respond to of 186894

Re: If SMP is out 2 quarters now, we won't have to worry about it for a while. I pretty much agree. I do think there is a real opportunity for AMD to begin establishing some credibility with very small numbers of single processor servers, and that is happening now. I have to buy licenses for Oracle, ESRI, and some other servers that are priced by the number of CPUs. Annual license fees are several $K per CPU. A 1.2GHZ Mustang would save me more than $10K in licensing fees per box over dual 700MHZ PIIIs on such applications over several years. And single processor systems use less power and can tolerate smaller cases and less airflow putting less load on the server room backup and cooling systems. I think AMD is already (very slowly) establishing itself in the small server space. IMHO, if they get a conventional SMP server product out in Q1/Q2 of next year, it will probably see moderate levels of acceptance based upon experience being gained now. If not, desktops continue to look terrific for AMD - and that's really as much market as they need to absorb the output of their current FABs. But some SMP servers would sure be nice. Regards, Dan