Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: eracer who wrote (226457)	2/20/2007 12:43:23 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 275872

Can you recommend a good AM2 chip for SFF for around $125 or less. Going in a Shuttle SFF. Lower the power the better I suppose.

To: eracer who wrote (226457)	2/20/2007 1:11:43 PM
From: combjelly	Read Replies (1) \| Respond to of 275872

"A few potential dollars saved by moving to DTX won't get AMD in the door." Dell is showing prototype DTX systems to customers. That gets them in the door. "Dell is charging big $ for SFF Core 2 systems because they can, not because Intel SFF systems are incredibly expensive to build." You sure of that? They don't use standard motherboards, power supplies or cases. The motherboards are at least 6 layer, if not more. So custom components are more expensive, which means lower volume and even less opportunity to cut costs. OTOH, a DTX motherboard can be used in any ATX case. In addition, the Core2 motherboards likely have more than 4 layers, DTX only has 4. Power supplies are cheaper because they can be repackaged ATX power supplies. Which leaves the case a the only high cost item in the mix.It is also the cheapest. Custom, low volume power supplies can easily cost a couple of hundred dollars for that alone. The corporate market doesn't really need a K10. An argument can be made for dual core, but that is about it. Small cases and silent operation are selling points, but they can't carry too much of a premium over a regular desktop. Which is where DTX comes in.

To: eracer who wrote (226457)	2/20/2007 1:56:41 PM
From: FJB	Read Replies (1) \| Respond to of 275872

RE:AMD offered much better performance, performance/watt and performance/$ compared to P4 over the past few years and made little progress in the business desktop market. They had 20-25% in '05, 35-40% in '06, and are targeting 45-47% in '07. That seems like tremendous progress despite your claim. investorvillage.com Over 60% of the Fortune 500 companies were customers of AMD in 2006. AMD had ~20-25% of the commercial business in CY05, which improved to around 35-40% in CY06. In CY07 AMD is targeting a 45-47% market share in commercial segment. The growing acceptance in the commercial segment is in line with AMD’s increasing share with global OEMs. In CY05, OEMs accounted for a 15% share of AMD microprocessors, while the channel accounted for 85%. The OEM share grew to 40% in CY06 and AMD is targeting 75% OEM share in CY07.