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

To: Smallpops7 who wrote (176298)	11/1/2005 5:53:13 AM
From: TGPTNDR	Read Replies (1) \| Respond to of 275872

Smallpops, Great cc from Rackable. biz.yahoo.com re: <I can't get times indexes for the above. There is some nice stuff in the CC.> 5:40 "The most notable development in the server arena was a fairly significant increase in adoption of AMD Opteron based systems. On a unit basis the percentage of systems with AMD cpus exceeded 80%." Continues to say AMD dual core at about 3%. At the end of the CC, in the Q&A they say they think they are taking their market share gains mostly from HP. I may have to make myself a part owner. -tgp

To: Smallpops7 who wrote (176298)	2/2/2006 7:32:34 PM
From: Smallpops7	Read Replies (1) \| Respond to of 275872

From the Rackable CC prepared remarks: ~6:40 In the server arena we saw continued strong adoption of AMD Opteron based systems. On a unit basis the percentage of systems with AMD CPUs exceeded 90%. Q&A: 28:52 Could you talk a little about availability of AMD processors, chipsets, just given the gaining popularity of Opteron, are lead times shortening, lengthening there, how are you managing that going forward? We've been fine in our supply of AMD Opteron chips and chipsets and I think AMD has done a good job of bringing additional capacity online. They have announced obviously additional manufacturing capacity in their ecosystem and so far so good in terms of our ramping of AMD sales with them. The next question talks about Rackable vs the competition. This is an interesting exchange. But I'm lazy and don't want to type it all up, so go listen :)