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

To: Jim McMannis who wrote (50749)	8/11/2001 4:05:53 PM
From: Ali Chen	Read Replies (2) \| Respond to of 275872

Jim,"..there will be some great opportunity for small start ups. Likely formed by laid off large server OEM employees." According to Pete's estimations, CPU cost is a tiny fraction of the total server cost. Given ~$200 price tag on recent CPUs, what would motivate a startup to start AMD-only servers? Is it the level of support they can get from AMD, or design-by-example, or better industry-wide standartization and compatibility? Level of OS support? Availability of Athlon-optimized drivers? Long-term stability of CPU supply? Regards, - Ali P.S. Florida was great...