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To: The Duke of URL© who wrote (183643)	3/4/2006 12:14:53 AM
From: FJB	Read Replies (1) \| Respond to of 186894

OK, IDC is wrong. You are right. Sorry to bring up the subject. idc.com The Opteron chip has lifted AMD's share of the x86 server processor market from virtually zero a few years ago to 14.3 percent in the fourth quarter of 2005, according to IDC. news.com.com

To: The Duke of URL© who wrote (183643)	3/4/2006 10:35:14 AM
From: smooth2o	Read Replies (1) \| Respond to of 186894

Well, like Sarmad said, reportedly some of this is due to chipsets. Some others think it's entirely AMD's "right" architecture that is compelling (and therefore, is a disruptive event). And then, there's the fact that Intel has not been competitive with their products (although very close, close enough). Let's see, what goes away... Limited manufacturability with AMD...nope. Non-competitive Intel products....yep. Chipset problems...yep. Higher Intel pricing....yep. AMD's performance advantage....yep. AMD's leadership throne.... yep. Recently, I visited CC and instead of just counting machines (~50/50 and one Sony Core Duo), I talked to the salesperson. He, like many others, I am sure pick up tidbits of this stuff (Yahoo?) and pass it along to their customers. I wanted to find out how much he really knew and wound up "gently" straightening him out on a few concepts in his selling guides and facts he didn't know. He was selling brand names more than processors. He was very grateful. When you sit in the store with a 50/50 mix, it's not hard to have at least 50% of the market. Smooth

To: The Duke of URL© who wrote (183643)	3/6/2006 1:26:58 PM
From: Ali Chen	Read Replies (1) \| Respond to of 186894

"The reason I say that is that, as I said, Intel had nothing. The Xeon was not to be for a year and a half and the PIII was not really good enough. So the entire category of x86 servers was in fact Athlon" Intel had nothing in X86 server space? WOW, what a memory! Do you remember a thing called "Pentium Pro", which almost exclusively went to x86 servers? How about Pentium-II Xeons? cpuscorecard.com Have you heard of "Pentium-III Xeon" processors, which were the best-sellers in Dell's small and medium business server line, outselling everything else? And BTW, the K7 Athlon has not been in official severs in 1999, not a single unit, maybe some samples at best. I am afraid that same is true for 2000 and maybe 2001. Before Opterons, the overall share of AMD in servers was about nada. Cheers, -Ali