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

To: Pravin Kamdar who wrote (87583)	8/24/2002 1:28:06 PM
From: Joe NYC	Respond to of 275872

Pravin, This Newisys story can have an enormous potential impact on AMD. It eliminates the hurdle that kept AMD from breaking into the server market with K7, which is the R&D expenditure that each individual OEM would have to commit to come out with AMD based system. With Newisys, which is partially AMD funded (it wouldn't suprise me if the other investors were other big OEMs: IBM most likely, since the founder came from there with IBM's blessing (and IBM is already using their systems for DB/2 work) and some from the rest of the big ones: Dell, potentially Siemens/Fujitsu, NEC, Compaq, HP, Sun. This way, each participants invests only a fraction of the necessary investment, which is a great way to hedge their Itanium "commitment" (which probably already cost them a multiple of the Newisys investment). Here is a tidbit that I noticed: The Newisys systems are designed to consume less than 100 watts — the comfort level for managers of "thermally constrained" data centers, Hester said. The systems have "hooks to measure the load dynamically," he said, "so that as the workload drops by 10 or 50 times, say at night, we can cut down to 10 W or less in static mode." I don't know what system this pertains to, if it is single CPU or dual, either way, it is less that the power consumption of a single Itanium, excluding power consumed by chipset, memory, hard disk, voltage regulator of an Itanium system. I don't know about power saving featurs of Itanium, but I highly doubt that it can approach 10W. And th power consumption is probably very favorable with less powerful Xeon based servers. Looking at the PDF on their web site, they don't seem to be very interested in single processor system, they talk about 1U 2-processor or 3U 4-processor. If the 1U 2-processor server is below 100 Watts, think of the implications of how much each Hammer CPU consumes. newisys.com Here are the specs of the 2-way system: CPU: 2 AMD Opteron 64-bit capable x86-64 architecture Processors Memory: 512MB – 16GB ECC, Registered DDR333 SDRAM (8 slots, 2GB DIMM Max per slot, 3.05 cm max. height) Hard Drives: 1-2 Hot swap 36GB – 146GB U320 SCSI or 1-2 internal IDE HDDs SCSI Controller: Embedded U320 controller with integrated mirroring support Network I/O: Dual embedded Gigabit Ethernet PCI I/O: 2 PCI-X expansion slots: 1 full-length 133Mhz/64-bit 1 half-length 66Mhz/64-bit Other I/O: Internal CD-ROM & Floppy drives Embedded SVGA video, keyboard & mouse connectors Management: Service processor running embedded Web server and SSL encryption for secure Web-based management from anywhere and dedicated dual 10/100 Ethernet ports to service processor Looks to me like a complete system that can serve what vast majority of 2-way servers can do (and more). Joe