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

To: Neil Booth who wrote (33164)	3/23/2001 6:12:04 PM
From: niceguy767	Read Replies (2) \| Respond to of 275872

Neil: "What I want to know, is where did all the buyers come from all of a sudden? What is so different to a week ago? There's not really been any significant news out in the last week." Change of investor consciousness with AMD's release of the 1.3 and 1.33 gig New products...As well, the palomino concerns have, except for the most skeptical, been pretty much put to rest...More and more it is becoming irrefutable to more and more that AMD is the new leader in the microprocessor world!!! As for Paul, as I mentioned earlier, he's probably over at the local kmart floggin' the 1 gig mobile P3's before they're obsoleted by the palomino mobile release!!!

To: Neil Booth who wrote (33164)	3/23/2001 6:36:31 PM
From: John Stopforth	Respond to of 275872

Neil Re:What I want to know, is where did all the buyers come from all of a sudden? What is so different to a week ago? There's not really been any significant news out in the last week. Window dressing by mutual fund mangers. They want investors to see the best performing stock of the last three months on the S&P in their stock portfolio. They rarely mention when they bought the stock just they bought it in the last quarter. Makes them look good. We might see another two days of it next week. Just one of the reasons for AMD's performance and my two cents. John

To: Neil Booth who wrote (33164)	3/23/2001 7:15:36 PM
From: peter_luc	Respond to of 275872

Neil, "And why did INTC not participate today?" Isn't it amazing what small effect the PIII 1000 mobile introduction had on Intel's share price and how much the Athlon 1.3 GHz introduction helped AMD's share price? Peter

To: Neil Booth who wrote (33164)	3/23/2001 9:47:35 PM
From: Paul Engel	Read Replies (1) \| Respond to of 275872

Re: "The Paul Engel No Show is in full swing, just as anticipated!" It is?

To: Neil Booth who wrote (33164)	3/23/2001 11:20:52 PM
From: Paul Engel	Respond to of 275872

IBM releases 64-CPU Intel server Friday March 23 02:00 PM EST IBM releases 64-CPU Intel server By Stephen Shankland CNET News.com HANNOVER, Germany--IBM on Friday plans to introduce a 64-processor server, the high-end pinnacle of efforts to reclaim its server crown from competitor Sun Microsystems. IBM will unveil the new product, called the x430, during a press conference Friday at the CeBit technology trade show here. Additionally, Big Blue has completed the transition to "xSeries," the new name for its server line based on Intel processors. As part of the new line, IBM will introduce a new eight-processor system and two new four-processor models. The new Intel models reinforce IBM's overall recovery plan in the server market after being blindsided by rival Sun. But although IBM is pushing its new Intel server line as hard as it can, some of the models that incorporate Microsoft's most robust version of Windows haven't been as successful as IBM had hoped, said Ian Miller, vice president of IBM's xSeries Intel server line, in an interview with CNET News.com. The highest-end version of Windows, called Windows 2000 Datacenter, is intended to compete against Unix for use in the most demanding business applications. "I think the volume we and everybody else is seeing is not as big as we expected," Miller said. "I think it has a certain amount of sticker shock," he said. One reason for the expense: Customers must buy elaborate support services from the computer manufacturer, such as IBM or Compaq. The 64-processor machine can be divided into several "partitions," essentially subdividing a single computer into several smaller ones. Partitioning, originally developed on mainframes but popularized on less expensive machines by Sun, now has spread to several server designs. IBM's Sequent designs run a version of Unix called Dynix/ptx that can take advantage of all the CPUs, though individual partitions within a server can run other operating systems such as Windows, Linux and even IBM's OS/390 mainframe operating system. Upcoming 16-processor servers based on IBM's "Summit" design also will feature partitioning, Miller said. The Summit design incorporates Sequent technology, IBM has said. IBM bought Sequent in 1999. While the world was waiting for the higher-end Sequent designs, IBM lost plum accounts such as Cisco Systems to others. The new x430 costs about $80,000 for a bare-bones model, while a system with eight processors and 4GB of memory costs about $160,000, IBM said. The machine can accommodate as much as 64GB of memory. The four-processor x350, based on a ServerWorks chipset, is just 7 inches thick and is designed to be mounted into racks. It costs about $14,500 for a two-processor model and 1GB of memory. The free-standing four-processor x250 design is less expensive, costing about $13,500 for a comparable configuration. The eight-processor x370 costs about $35,000 for a model with four CPUs and 2GB of memory. All the new IBM servers use 700MHz Pentium III Xeon chips with 2MB of high-speed cache memory. On high-end IBM Windows servers, Big Blue offers a guarantee that the system will stay up and running 99.99 percent of the time, a guarantee that applies to both the computer and some applications. The guarantee, a notch better than earlier 99.9 percent guarantees, is contingent on a customer buying IBM services for setting up and running the system. If the systems don't meet the guarantee, IBM refunds up to 15 percent of the annual support costs, the company said. Email this story - View