Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Tony Viola who wrote (148371)	11/15/2001 9:08:33 PM
From: Paul Engel	Respond to of 186894

Tony - Re: ": Michael said that 4 way and 8 way servers are soft right now, but one ways and two ways are hot (overall, servers were up for them, YOY 24%). " Looks like the economy is effecting the mid to high end of the server business. Good thing Intel has the low end covered like a blanket. Re: "if blade servers take off, they'll be all Intel. " Cool ! Sounds like TransMeta has "fallen on its blade !" Paul

To: Tony Viola who wrote (148371)	11/15/2001 9:13:42 PM
From: Dan3	Read Replies (2) \| Respond to of 186894

Re: 4 way and 8 way servers are soft right now, but one ways and two ways are hot (overall, servers were up for them, YOY 24%). Could be an opening for AMD. Ah, you're starting to get it. The thing is, 99% of servers are I/O constrained once they get to the point of dual AMD or Intel CPUs. Fewer and fewer machines with more than 2 CPUs are required, but dual processor machines make sense for just about everyone. If nothing else, just about any user will see a substantial performance and usability gain when their realtime virus scanner is only tying up one CPU leaving the other one available for the user's application. AMD has new dual processor boards coming out next month from Asus, Abit, MSI, Gigabyte, and Tyan. AMD also has an SMP version of Duron coming - it would be in the interests of both companies to educate the public to the benefits of dual processors for desktops, which would double the demand for CPUs...