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.

Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Bill Harmond who wrote (13734)	9/2/2002 4:22:04 PM
From: Killswitch	Respond to of 57684

If you look into the architecture that will be used with 2, 4, or n-way Opteron servers it really looks both more elegant and likely better performing than the way Intel has been doing it. From my understanding there will be no need for "glue logic" chipsets (like those from Serverworks (now part of Broadcom)) that add extra cost and complexity.

To: Bill Harmond who wrote (13734)	9/3/2002 8:05:14 AM
From: Dave Doriguzzi	Read Replies (2) \| Respond to of 57684

William, Two things. First, there was a pretty good article in Barron's (last weekend I believe) on AMD's "Hammer" chip running both 32- and 64-bit programs, therefore cos. don't have to completely rewrite programs to 64-bit like they have to with Intel (excuse my jargon, I don't really follow the semi's too closely). An analyst made an interesting comment when he stated that tech investors are looking for "the next big thing" and it may be from an old line semi manufacturer. Second, what do you think of FMKT at these levels? Looks pretty interesting but I haven't purchased yet. Thanks