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

To: Dan3 who wrote (87430)	8/22/2002 2:18:59 AM
From: ptanner	Read Replies (2) \| Respond to of 275872

Dan, re: range of offerings and validations My point is that AMD will have to build from a minor (<<10% share) of the server market and within this limited volume among how many projects should AMD (and its partners) best apply their design and testing resources. I am not quite as optimistic as you about AMD being the market leader... While I think they may have the technology lead in some areas the market is dependent on the implementation, availability and adoption. All things that require considerable investment and time. The design and verification processes should already be underway -- they will not be starting at zero on the day Opteron is announced. But I see the acceptance being considerably longer even if a Tier One vendor announces this as truly extraordinary revolution rather than an evolution. And I doubt a Tier One vendor will award Opteron even half the prominence awarded Itanium. And we know its acceptance has been slow. And I count eight Serverworks chipsets and these probably have a far greater range of variables than the Hammer series of system configurations. But these sell into a high volume of products (88% of server shipments?) across which to both attract and distribute the development and validation costs (for OEM and customer). We shall see. It looks better than my general projection but I would far prefer to be surprised good than bad. -PT

To: Dan3 who wrote (87430)	8/22/2002 6:14:07 PM
From: Windsock	Read Replies (4) \| Respond to of 275872

4.0 GHz Intel Xeon processors are IBM's choice for Linux servers No Athwipers anywhere in sight staging.infoworld.com August 21, 2002 04:33 PM IBM stretches x440 server to the low end By Ashlee Vance IBM IS GIVING smaller companies some room to grow with two new Intel-based servers scheduled to begin shipping at the end of this month, IBM announced Wednesday. The systems are smaller configurations of its existing eight-processor x440 server. They will be available with two or four processors and use Intel's 2.4GHz Xeon processor, which is less expensive than the Xeon MP chips used in the larger system. This makes the systems more affordable for small and medium-sized businesses. Users can, however, upgrade their servers by moving to the Xeon MP chips if they see a need for more horsepower, said Jay Bretzmann, director of xSeries server product marketing at IBM. For example, a user can purchase a four-way x440 system now and then expand the server to eight processors at a later date by switching the chips for Xeon MP processors, and without needing to purchase a new chassis, Bretzmann said. Companies with growing businesses or infrastructure providers might take advantage of the feature after owning their system for some time, he said. "It's not something you would do in short order," Bretzmann said. The new x440s will take up 4U (7 inches) of rack space and start at $20,499 including two processors and 2G bytes of memory, but no hard disk drives or operating system. IBM will support Microsoft's Windows 2000 Datacenter Server, Red Hat's Linux Advanced Server, and SuSE Linux AG's Linux 8.0 operating systems.