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

To: Pravin Kamdar who wrote (74966)	3/19/2002 2:54:04 PM
From: Elmer	Read Replies (2) \| Respond to of 275872

How do you think a merger will affect AMD's chances of getting a Hammer design win? EP

To: Pravin Kamdar who wrote (74966)	3/19/2002 3:01:58 PM
From: Tony Viola	Read Replies (1) \| Respond to of 275872

Pravin, If this merger goes through, I am beginning to think that Dell may be the first large PC OEM to offer a Hammer server. A Linux based server for European release only, of course. Why Dell, and why if HP and Compaq do it? Dell typically relies on Intel primarily, and a few other companies like Serverworks perhaps, to furnish just about all of their key server hardware except storage. I think Dell is going with the 870 chipset along with McKinley (too bad Tenchusatsu bailed from here). In other words, they do little R&D, maybe some motherboards, relying on Intel more than any other big OEM. Why would they go over to an unproven server chip and infrastructure provider like AMD now, even for a single model, even for Europe? Note that I don't doubt the Hammers will exhibit excellent performance (just have doubts on schedules). Tony