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

To: Rink who wrote (151505)	2/23/2005 9:47:23 AM
From: TechieGuy-alt	Read Replies (1) \| Respond to of 275872

Good point. Due to the poor architecture of the Xenon, it takes a 100million $$ 3 years-to-develop chipset to deliver an 8% performance boost over a chipset less glueless Opteron- that will soon scale to 16 way glueless. If HP really fielded a competitive product based on the dual core 8 socket (16 way) technology, I doubt that IBM would ever recover their 100 million! Plus we still have to see what Horus and Bechtolshiem (SUN) have to offer. Since they are working on high performance Opteron platform solutions, I presume they expect more than a 8% performance boost. Xenon is and has been toast. The only reason it still survives is because Intel has had a 12+ year lead in getting entrenched in this market. It's like a boxing match between a 12 year old and a 2 year old- and the 12 year old is bragging about winning a round on points. TG

To: Rink who wrote (151505)	2/23/2005 10:25:00 AM
From: fordprefect	Respond to of 275872

Rink, The high-end x86 market hasn't developed the way some expected. One- and two-processor systems still account for the vast majority of sales with bigger boxes being bought by just a handful of customers. This has been by far my biggest disappointment with the Opteron rollout. To me Opteron's advantage has always been its architectural changes related to its HT links. The ability to build cheap, glueless and high-performance 4-way and 8-way systems would blow away what is currently out there. However for whatever reason this hasn't happened. A few weeks ago I looked into 4-way and 8-way Opteron motherboards to see how I could build a system if I wanted to. There isn't much out there considering we're 2-years into it. I'm not sure if this is due to the market only expecting more expensive systems from tier-one vendors in this segment or if it is due to AMD not making the proper investments.... fordprefect

To: Rink who wrote (151505)	2/23/2005 10:46:19 AM
From: Elmer Phud	Read Replies (2) \| Respond to of 275872

ixse IBM states that the x366 beat out HP's four-processor Opteron-based DL585 by 8 per cent on the TCP-C benchmark. What happens come mid-year when AMD rolls out dual-core Opterons, while Intel customers are still stuck with single core chips? Opteron-based systems also scale better than the Xeon kit, according to most analysts. The Xeons used were plain 1Meg L2 versions and still they beat the best Opteron systems by a wide margin. They didn't even use the new 2Meg L2 ones much less the upcoming 8Meg Potomacs. The high-end x86 market hasn't developed the way some expected. Certainly not the way AMD Fans expected...