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

To: Frank13 who wrote (226321)	2/18/2007 9:43:58 PM
From: combjelly	Read Replies (1) \| Respond to of 275872

"Problem is that AMD would be selling it for nothing in order to gain market shares in that segment of the market." Why? Currently, the corporate SFF market is a small niche with systems using notebook processors and chipsets and carrying a price tag of >$1k. The motherboards are custom, the cases are custom and the electronics are often notebook oriented. That doesn't have to be the case. There is no reason why AMD can't supply power efficient processors and chipsets with a small premium to the regular desktop equivalents. The DTX concept has cost savings in other areas that could even mean that the final box would sell for a little more than its full sized cousins, yet yield better margins for AMD and the OEMs. The corporate customer would be getting a small, cool and quiet little box and paying a few percentage points more than a larger box. With equivalent components, a SFF DTX box should have a BOM of $15-$20 less than an ATX box, assuming a high enough volume. And for most people the SFF box is going to be more attractive than the bigger box, and the SFF one should be quieter. Which is a plus in a large cube farm. Heck, even the IT people should like it, because it is smaller, there is less need to tuck them under desks, making it a whole lot easier to install and change out. Yet another little plus in the TCO column. So AMD could get a large percentage of that $15-$20 of the BOM and no one would complain. The non-functional prototype that AMD was showing around is a nice looking box. Apparently Dell has been showing around their own prototypes, presumably to corporate customers.