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

To: pgerassi who wrote (80261)	5/19/2002 12:34:37 PM
From: Dan3	Read Replies (1) \| Respond to of 275872

Re: it has 4 DDR channels with at least 10.7GB/sec of bandwidth and this is ONLY a DUAL Opteron! Both IA-64 and NW MBs must be severely shaking in their boots, as a prelude to their running away for the exit screaming ... and Sparc, and PowerPC. This is one impressive architecture, and AMD would be delighted to sell it prices well below the cost of the other platforms. Even large server class PCs are becoming ubiquitous in our economy. Ubiquitous products are price and cost sensitive products. Itanic, Xeon, Sparc, and PowerPC server platforms require about $500 worth of chipset per CPU - plus the cost of the CPU. With the hammer family designed to provide higher performance by eliminating the delays caused by those expensive chipset components, AMD can keep the chips extremely profitable, while substantially underselling its competition. By the middle of next year, AMD could be collecting an incremental $300 to $500 million per quarter in revenue from the high end workstation/server segment, an incremental $250 to $500 million per quarter in revenue from flash recovering, and be making more in its core desktop/mobile/small_server CPU business as Intel loses the ability to subsidize sales in these segments with flash and high end profits.