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

To: Monica Detwiler who wrote (78552)	4/27/2002 10:18:21 AM
From: Dan3	Respond to of 275872

Re: It is now late April,2002, almost 11 months since AMD's "vaunted" 2-way Athlon SMP products were launched. Let's see, from 1% to 7% of the server market in 11 months. At that rate of market share gain, AMD will have 1/2 of the server market within a year! :-)

To: Monica Detwiler who wrote (78552)	4/27/2002 10:38:48 AM
From: pgerassi	Read Replies (1) \| Respond to of 275872

Dear Monica: With all of the extensive OEM support for Itanium, how large is the market share for it after a year? <0.001%! Far less than Athlon SMP without any OEM support by your lights. OEM support must not be all its cracked up to be. OEM support is not what is needed, but customer support is. No customers means no market share. Evidently 7 percent of customers like Athlon SMP, they bought them even without major OEM support. The OEMs are not going to take this lying down. They will support what their customers want or they are out of business. IBM, Honeywell, CDC, Poloroid and others have learned this lesson quite well. It may take years, but it will happen sometimes quite suddenly. The market has spoken Itanium is unwanted and undesired. Pete

To: Monica Detwiler who wrote (78552)	4/27/2002 1:23:30 PM
From: Joe NYC	Respond to of 275872

Paul, When it does arrive, what OS will be available for it - one of the "unmentioned" products at the AMD CC? Or just plain old 32 bit Windows? That would place it ahead of Itanium. Linux + Windows 32 is more than Linux alone. Hopefully, AMD will not have to wait 2 or 3 years for Windows 64 support (as Itanium did). Joe

To: Monica Detwiler who wrote (78552)	4/27/2002 7:46:31 PM
From: niceguy767	Read Replies (2) \| Respond to of 275872

Monica: "So. history tells us that if the Opteron is launched, say in March of 2003, in February 2004 (11 months after launch), no serious MAJOR OEMs will be selling AMD Opteron-based server systems. And that is almost two years from now." History does not include an AMD enterprise lineup the likes of the Opteron...I wouldn't count on INTC maintaining enterprise marketshare once Opteron arrives...AMD gained marketshare with Athy, and by all indications, enterprise price/performance advantage offered by Opteron will be even greater than that provided by Athy...INTC's marketshare is poised to take another kingsize hit upon Opteron's arrival...