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

To: storm05 who wrote (155325)	4/8/2005 10:36:44 AM
From: TechieGuy-alt	Read Replies (1) \| Respond to of 275872

The 4- and 8-way market is simply the by far smallest market segment AMD addresses. It just tells you something about the volume they will be able to supply in the beginning. Don't take this the wrong way- but you don't understand anything about this market then. Maybe some other kind soul will explain the 15 years of x86 server history and precedent. TG

To: storm05 who wrote (155325)	4/8/2005 11:35:14 AM
From: Dan3	Read Replies (2) \| Respond to of 275872

Re: The 4- and 8-way market is simply the by far smallest market segment In terms of what? AMD has 5+% of the overall server market that includes a huge number of SNAP servers that incorporate a single $78 Celeron CPU in each server. AMD has 20+% of the 4-way and above market that typically has 4 $800 Opterons in each box. So, let's see, it would take sales of 41 of those Celeron SNAP servers to equal the CPU revenue of 1 Opteron Quad server. And it would cost Intel about $3,000 to build, package, test, market, and ship the 41 CPUs while it would cost AMD about $600 to build, package, test, market, and ship the 4 Opterons that produce the same revenue (and far more profit). IMHO, AMD's making the right move, your opinion may differ.