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

To: Monica Detwiler who wrote (76305)	4/3/2002 9:50:01 AM
From: combjelly	Respond to of 275872

"If October sees the release of Hammer, expect that 10 months beyond that time, Hammer will have no major corporate server design wins." Well, the one released in October, assuming it is released then, will be a single processor version. The SMP capable versions aren't until next year...

To: Monica Detwiler who wrote (76305)	4/3/2002 10:52:27 AM
From: pgerassi	Read Replies (2) \| Respond to of 275872

Dear Monica: No corporate server design wins? Wrong! Mercedes has a Athlon Cluster serving crash simulations. Pixar uses Athlon Clusters for rendering. So do many others. Many of these are built by tier two OEMs or white box makers. Their marketshare is growing rapidly. Also, Fujitsu, NEC, Siemens among others are supplying Athlons in their European and Asian corporate lines. Corporations are beginning to demand high performance per price and Intel does not cut it anymore. For the price of a dual P4 Xeon server ($10K), they get a 18 way Athlon Linux cluster that outperforms the former by 12 times at far higher reliability. That is why AMD marketshare at corporations are on the rise. Soon, even tier one OEMs will no longer be able to deny AMD from their public corporation USA lines. Pete