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

To: David Pletcher who wrote (118239)4/3/2004 3:37:20 PM
From: Joe NYCRespond to of 275872
 
David,

Good to hear this from multiple sources.

It looks like momentum is continuing, and later this summer, it is possible (actually likely) that Sun, HP and IBM will have 4-way, 2-way machines and blades based on Opteron.

And, in summer, Opteron competitor - Knockona - is released, with most likely not very appealing specs. AMD will most likely be at 2.6 GHz in Q3. Prescott and Knockona will need 4 GHz to match it, which is not likely to happen in Q3.

Joe


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