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

To: Ali Chen who wrote (50751)8/11/2001 4:18:40 PM
From: Jim McMannisRead Replies (1) | Respond to of 275872
 
RE:"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?"

Good question. It's up to AMD to convince some of these guys that AMD can get the job done. Not easy in a contracting server market. One thing for sure, the large OEMs aren'r willing to step up and help.
AMDs best weapon now it to give decent prices and tell them that Intel is looking out not for them but for the large OEMs...

Jim



To: Ali Chen who wrote (50751)8/11/2001 10:09:12 PM
From: TechieGuy-altRespond to of 275872
 
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?

Maybe the fact that P4 (inc 0.13) is not about to fit in 1U servers any time soon and that PIII (including tualatin) is really a clock limited product due to the fact that it compared very favourably in performance to P4 so it'll not be available in any clock speeds close to A4 or P4.

TG


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