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

To: wanna_bmw who wrote (71345)	2/10/2002 12:17:57 AM
From: Joe NYC	Respond to of 275872

wbmw, "Servers" is a pretty nebulous category. If you mean to say UP/DP mainstream and value servers, rack or pedestal, etc, then that would be a good start for AMD. That's also just about the only segment where they will have real penetration. I would not complain if AMD gained 10% of UP/DP servers, unit-wise, because this is where the vast majority of CPUs go to. I seem to recall that it is up to 90% of units. (not sure here if "server" units or "CPU" units, but my guess would be "CPU" units, since it seems unlikely that > 2 processor servers have 10% "server unit" marketshare) Joe

To: wanna_bmw who wrote (71345)	2/10/2002 6:59:36 AM
From: TGPTNDR	Respond to of 275872

Wanna, Re: < "Servers" is a pretty nebulous category. If you mean to say UP/DP mainstream and value servers, rack or pedestal, etc, then that would be a good start for AMD. That's also just about the only segment where they will have real penetration.> Exactly correct for this year(At least as I see it). Perhaps next year we'll get lucky. But if AMD can maintain or improve current desktop and notebook market share while Intel picks up the < $15 CPU biz from Asia, and starts moving into the 'thin and light' and small server biz -- that's a pretty ambitious roadmap for the rest of the year, IMO. And it's about what I expect to happen. Your results may vary! tgptndr