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

To: milo_morai who wrote (68832)	1/24/2002 10:51:55 PM
From: qgambit	Read Replies (1) \| Respond to of 275872

<<Yes, and I believe he doesn't think AMD can do a 8 way server if I recall correct.>> They can't.

To: milo_morai who wrote (68832)	1/24/2002 11:03:51 PM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

Milo, Yes, and I believe he doesn't think AMD can do a 8 way server if I recall correct. It may be a challenge, but I don't think this is the best benchmark for judging success / failure of HT or Hammer. The question in my mind would be: "Is it worth expanding resources to come up with an 8-way server (assuming 4 2-core CPUs) until the hurdle of successful penetration of 2-way (or 2x2) is overcome?" In my opinion, a better use of resources would be to target single and 2-way servers by offering performance (price/performance) that the volume OEM just can't refuse, and to present a roadmap to go to 4 to 8 way from there, and if a partner is found, proceed with the project. Joe