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

To: Jim McMannis who wrote (45263)6/26/2001 4:45:24 PM
From: TenchusatsuRead Replies (2) | Respond to of 275872
 
Jim, the margins in back-end servers will come down all right. Big customers will be transitioning away from proprietary expensive RISC servers like UltraSPARC and coming to better performing, higher volume, lower-cost, and (relatively) open-platform servers like Xeon and Itanium. Even a $4,500 Itanium CPU is a bargain, considering the $60K servers they are going into cost much, much less than a comparably-performing RISC server.

Of course, you weren't talking about the margins of RISC machines, right? That's why I called your comment "sour grapes," because the market for Intel-based servers still hasn't matured yet, unlike x86-based desktops.

Tenchusatsu



To: Jim McMannis who wrote (45263)6/26/2001 5:29:06 PM
From: YousefRespond to of 275872
 
Jim,

Re: "Why would you say that? It's just an economic observation."

Here's another one I just came across ...

"Analyst: No Surprise if AMD Warns "

Could be interesting ... I guess this would just give them
more "potential", right ?? <ggg>

Make It So,
Yousef


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