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To: Paul Engel who wrote (162033)	3/13/2002 2:35:46 PM
From: Elmer	Respond to of 186894

This is MAD's new language to keep them out of court. Note - they have DROPPED any reference to "World Class Yields" - most likely on the advice of their legal department. That's right. "World Class Yields" can be quantified and that number could be used to prove AMD lied once again to their shareholders. I believe the data will eventually prove that out and AMD will once again be in court. The only out they may have is material scrapped for being too slow does not technically affect yields. That could save them but it would be "Clintonese". EP

To: Paul Engel who wrote (162033)	3/13/2002 2:56:38 PM
From: wanna_bmw	Read Replies (2) \| Respond to of 186894

IBM: New Server To Transform Market Therefore, IBM added, the new system will break barriers that have kept Intel-based (Nasdaq: INTC - news) servers out of the mainstream corporate data center computing market. story.news.yahoo.com Wed Mar 13, 2:47 PM ET Tim McDonald, www.NewsFactor.com IBM (NYSE: IBM - news) Wednesday announced a new, modular server system, three years in the making, that the company claims will transform the enterprise Windows server market. Servers are powerful computers that handle huge applications on corporate networks, and they can cost up to US$1 million. The company said its xSeries 440 server is both cheaper and better-performing than the dominant Unisys (NYSE: UIS - news) systems. Therefore, IBM added, the new system will break barriers that have kept Intel-based (Nasdaq: INTC - news) servers out of the mainstream corporate data center computing market. "We think it's going to be a wake-up call, clearly, to Unisys that their systems have been a bit expensive," IBM spokesman Jeff Beneck told NewsFactor. "It's really going to help us gain significant market share." 'Pay as You Grow' IBM said the new system is the result of an effort to build the world's first Intel-based machine that uses industry standard technologies and can handle big corporate chores. One complaint about Windows/Intel servers traditionally has been that they cannot handle taxing applications well unless they are linked in a cluster. IBM's system uses a "building-block" style that lets customers pay for computing power incrementally, employing up to 16 processors and 64 GB of memory. "It's allowing our customers to pay as they grow and not have to buy all the infrastructure up front," Beneck said. 'Revolutionary Economics' The system expands to up to 16 Intel IA-32 Xeon MP processors. An eight-way x440 server with 16 GB of SDRAM costs $50,000, which IBM officials said is about 77 percent less than a similarly configured Unisys system. A two-way server costs $18,000, company officials said, with larger systems costing more. "We're about $100,000 for a typical 16-way, where Unisys is over $400,000 for a comparable system," Beneck said. "We're talking about revolutionary economics here as customers look to do server consolidation." Unisys officials did not return calls from NewsFactor. Mix and Match The xSeries 440 can be used as a single server that might run a large database, or as multiple "virtual servers" for consolidating, IBM officials said. It can run any combination of Microsoft Windows and Linux (news - web sites) operating systems within a single SMP (symmetric multiprocessing) configuration, including up to four physical partitions or up to 64 "virtual" partitions. "We've really taken a modular approach to the high-end Intel space," Beneck said. "You can mix and match to your heart's content to basically get any combination of performance you need. It's very much a stereo-component approach to the market." Company officials said they will begin shipping eight-way systems in April. At mid-year, they added, customers will be able to connect two eight-way servers to make a 16-way system with a software update. Sun Wins UNIX (news - web sites) Side On the UNIX server side, IBM earned more revenue that any other company in the fourth quarter of 2001, though Sun Microsystems (Nasdaq: SUNW - news) won the top spot over the course of the entire year with $6.9 billion in revenue and nearly 31 percent market share, according to market research firm IDC. Hewlett-Packard (NYSE: HWP - news) was third, followed by IBM. In the overall server market, IBM led in 2001 with a 28 percent market share, according to IDC, followed by Compaq (NYSE: CPQ - news) with 16 percent, Hewlett-Packard with 14.4 percent and Sun with 13.8 percent. Overall server revenue fell 19 percent in 2001. wbmw

To: Paul Engel who wrote (162033)	3/13/2002 2:59:41 PM
From: wanna_bmw	Read Replies (2) \| Respond to of 186894

Paul, Re: "By mature, MAD implies that they are either getting up to 34% yield or they are achieving the same number of good die/wafer on their 0.13 micron process as their 0.18 micron process, which implies a horrendous yield of about 17% to 20%." If it's the former, then that means more die per wafer, which could decrease costs overall. At least, that's how I looked at it in my previous message. If it's the latter, well, that's simply too horrid to imagine. wbmw