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

To: Dan3 who wrote (49984)	8/6/2001 12:52:43 AM
From: Paul Engel	Respond to of 275872

Re: "Having the server market crash and burn during Q3 " AMD's attempt to get into the Server market has Crashed AND Burned !!! Seen any design wins at all - except from QVC, PMS, CrackServer and Jack-In-The-Boxx ? In the mean time, Intel is doing pretty good - seen this design win? Monday July 16, 5:35 pm Eastern Time TheStandard.com Compaq to Start Selling Its 1st Itanium Server By IDG Compaq Computer took the first step Monday toward revamping its high-end server line, releasing a 64-bit system based on Intel's Itanium processor. Compaq will begin shipping the ProLiant DL590/64 this quarter with up to four 800MHz Itanium processors. The new server currently supports Microsoft's 64-bit Windows Advanced Server, Limited Edition, and flavors of Linux from Red Hat and SuSE Linux. A two-way, 1G-byte DL590/64 will start at $23,000 with worldwide availability, according to a Compaq representative. ADVERTISEMENT Houston, Texas-based Compaq agreed to sell intellectual property for its own 64-bit Alpha processors to Intel in June. Compaq plans to abandon its Alpha-based products by 2004, moving all of its servers onto the Itanium platform. Intel released the Itanium processor earlier this year, garnering industry-wide support for the 64-bit chip. Intel had previously focused primarily on the low-end server market, teaming extensively with Microsoft to offer low cost 32-bit technology. The two companies hope to extend their partnership and sell moderately priced 64-bit systems to companies running computing-intensive applications. While industry pundits expect it will take some time for Itanium-based servers to become widely adopted, the processor family should eventually battle primarily with 64-bit architectures designed by Sun Microsystems and IBM. Copyright 2001 IDG News Service, International Data Group Inc. All rights reserved. Earlier stories from TheStandard.com: Novell Bolsters Web Authentication, Access Software Microsoft Wins the Winter Games IBM, Compaq Introduce More Advanced Servers Exodus Continues 6-Session Plunge Amid Analyst Downgrades Weeding Out Server Farms Visit www.thestandard.com for The Industry Standard's full coverage, news, and analysis on the Internet Economy. Get free email newsletters at www.thestandard.com/newsletters. Email this story - Most-emailed articles - Most-viewed articles -------------------------------------------------------------------------------- More Quotes and News: Compaq Computer Corp (NYSE:CPQ - news) Intel Corp (NasdaqNM:INTC - news) International Business Machines Corp (NYSE:IBM - news) Microsoft Corp (NasdaqNM:MSFT - news) Red Hat Inc (NasdaqNM:RHAT - news) Sun Microsystems Inc (NasdaqNM:SUNW - news) Related News Categories: computer hardware, computers, ISDEX, semiconductors, software -------------------------------------------------------------------------------- Help -------------------------------------------------------------------------------- Copyright © 2001 Yahoo! Inc. All rights reserved. Privacy Policy - Terms of Service Copyright 2001 The Industry Standard. All rights reserved.

To: Dan3 who wrote (49984)	8/6/2001 1:03:57 AM
From: Paul Engel	Respond to of 275872

Re: "AMD has grabbed a hold of Intel's CPU family jewels, and is starting to squeeze. " Then why is Clean Kill Sanders screaming "OUCH" !!!! He's the CEO that is projecting a loss for this quarter. Meanwhile, Intel's execs keep saying they have seen the bottom already - maybe they mean they saw the bottom fall out of AMD !

To: Dan3 who wrote (49984)	8/6/2001 2:27:50 AM
From: dale_laroy	Read Replies (1) \| Respond to of 275872

>This time AMD is moving on all segments at once, desktop, mobile, and workstation/sever, and Intel is cornered by its $6+ Billion per quarter costs.< AMD's impact on the server (large cache Xeon) market will be negligible. However, the recession in this market will accomplish what AMD's offerings can not, with regards to Intel's ability to subsidize desktop (and mobile) price cuts with server margins.