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

To: Joe NYC who wrote (41494)	5/29/2001 1:06:58 AM
From: ptanner	Read Replies (1) \| Respond to of 275872

Joe, Re: "I think the Intellabees would claim that servers are much higher percentage" The only data point I have noted on server type processors was that in 1999 Xeons were 15% of revenue but 4% of units. I think the distinction that is important here is between the markets and unit prices for the large cache version versus the MP enabled units. AMD will apparently only be entering the latter market with the 760MP and Palominos. The large cache Xeons should be able to continue to command much higher ASP where the extra cache is essential. The workstation market also doesn't seem to be a real high unit volume one (#s from 1&2Q00 were about 415,000/qtr) so AMD does have the potential to provide a significant portion of the product to this market. The workstation market and for that matter the server market in general seem to be growing a lot slower but this is based on articles from several quarters ago. The only market with high growth rates appears to be the notebook segment, which it will be nice to see AMD re-enter -- preferably with DDR memory systems to complement the Athlon/Duron DDR FSB and offer some modest power savings (50% less for the memory but much smaller % for total system). -PT