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

To: Joe NYC who wrote (41365)	5/28/2001 1:40:47 AM
From: Tony Viola	Read Replies (1) \| Respond to of 275872

Please give me the part number of Compaq's 8 CPU AthWiper server !!! Or IBM's 4 CPU AThWiper server. Or Dell's 4CPU AthWiper server. Or Unisys's 32-way AthWiper server. It looks like the areas where Intel has no competition from AMD has dwindled down to these boutique systems. Somehow, I have a feeling that we will keep hearing about them a lot in the near future from you. Wrong choice of words, boutique. 4 CPU and 8 CPU server sales are growing by leaps and bounds. The last couple of Intel webcasts have had slides showing them, which I don't have handy, but they are very significant. Also, the 4s and 8s get a couple grand each for the big cache Xeons for Intel sales. Intel has a bunch of other no competition from AMD products, like the low power notebook chips, embedded CPUs like Xscale and Strongarm, and all of the comm products. TV

To: Joe NYC who wrote (41365)	5/28/2001 4:37:56 PM
From: Paul Engel	Respond to of 275872

Re: "it would be instructive to determine what percentage of revenue Intel derives from this niche, vs. the percentage of revenue that Intel derives from desktops, laptops, and 2-way workstations / servers?" I can't provide that data. Paul