ibanker: Not to the french they're not. To the French all other European nations are merely shadows of the pure French form.

chipguy: Why? I read that it involved dirty HP-Intel politics but you probably know more than that.

IWILL ZMAX — SFF workstation with 2 AMD Opterons

IWILL announced NVIDIA nForce3 Pro 250Gb — based ZMAXdp barebone that will be equipped with two AMD Opteron. Samples of the system will be available in July, volume production is planned in September, with a suggested price of $499.









http://www.digit-life.com/news.html#975194499

thanks to saxplayer

AMD 250 arrives in Japan

http://tinyurl.com/2ujhv


from saxplayer

AMD roadshow in Indian

http://www.channeltimes.com/channeltimes/jsp/index.jsp?section=News&subsection=People-Business&a...

HP’s quad Opteron makes a big splash
Chip puts Xeon MP counterpart in the shade


"............Is today’s Xeon MP obsolete?
When IT decision makers compare HP’s Xeon and Opteron based quads, it seems evident that the choice to go with Opteron is a simple one...............AMD is winning the hearts and minds. If AMD64 becomes a cash cow, it would have been achieved without doing what is common Intel practice - spending hundreds of millions of dollars promoting the platform.

With the technological leadership that AMD is demonstrating - not only in the CPU space, but in the NOR flash memory market as well - AMD looks set to reap handsomely and leave its past fiscal failures far behind."


http://www.theinquirer.net/?article=16071

Schwab alerts highlight the semiconductor report reported earleir on this thread.

"Semiconductor and Equipment Materials International reported the book-to-bill ratio for North American-based manufacturers of semiconductor equipment rose in April to 1.14 from 1.09, reversing three consecutive monthly declines. SEMI said the
solid report is "consistent with both announced capital spending plans and high capacity utilization levels reported by semiconductor manufacturers" and reflects strength within the industry. A ratio of 1.14 indicates that for every $114 in new orders received $100 of product was billed for the month."

Max Pain today $15



thanks to ixse on SI

April and 9 years chart for semi-equipment makers re-posted from TGPTNDR on SI.

http://www.siliconinvestor.com/stocktalk/msg.gsp?msgid=20151811

My earlier post referred to this topic: http://www.investorshub.com/boards/read_msg.asp?message_id=3134158

mmoy: "We have Europeans and Brits.." Brits are Europeans.

A nice chart of semi-conductor supply and demand including April.

http://www.siliconinvestor.com/stocktalk/msg.gsp?msgid=20151866

My earlier post referred to this.

http://www.investorshub.com/boards/read_msg.asp?message_id=3134158

Deutchse Bank still positive on AMD today


http://www.siliconinvestor.com/stocktalk/msg.gsp?msgid=20151866

mmoy: I don't write the Inquirer articles I just post them.

mmoy: As mentioned in previous posts, prices are much higher in the UK - usually the dollar denomination is used for sterling i.e. a $1,000 item in the USA costs 1,000 pounds sterling (or about $1,650). It is not so crude as that when sales taxes are taken into consideration. I have mentioned before how some Brits have taken to shopping in the USA using charter flights to places like Portland Maine or New York City.

However, there can also be a sizeable differential between UK prices and prices in other European cities. That is one of the arguments for the euro. With a common currency citizens in the EU countries can more easily compare prices across Europe for the same item. Britain has not adopted the euro.

nmoy: It seems that 90% of the discussion on this board is argumentation that doesn't support the object of making money.

I agree, with the proviso that you are talking about your own posts.

Intel's Options Ugliness

"It's hard to understand how a company that has led the world into the computer age can be run by managers who stick their fingers in their ears, squeeze their eyes shut, and chant "Nah nah nah nah!" when the firm's real owners ask them to clean up their accounting.

But that's exactly what happened yesterday when Intel's (Nasdaq: INTC) cuff-link class gave shareholders the proverbial finger amid an initiative requesting that the firm expense its stock options on the income statement. The advisory referendum, sponsored by the United Brotherhood of Carpenters and Joiners of America pension fund, passed with 54% of the vote. Intel officers were not pleased.

Before the vote, they had urged shareholders to reject it. CFO Andy Bryant called the vote "wrong" and reiterated his opposition. For his part, CEO Craig Barrett told a crowd that expensing options would make Intel's financial statements less accurate.

When I embarked upon this modest essay, I really, really wanted to steal a line from Dave Barry, which then would have compared Barrett, somewhat unfavorably, to a specific kind of weasel.

Barrett has continued with the same puddle-deep arguments that Intel has been rolling out since the '90s, trying to scare investors, lawmakers, and the public with an endless stream of misrepresentations about the "danger" of expensing options. In addition to the usual spurious threats of impaired job growth, last month he upped the rhetoric to invoke the threat of Red China and, even scarier -- pull the blankets over your head, kids -- the trial lawyers!

Expensing options will lead to less accurate accounting? Fools, options are not subject to Heisenberg's Uncertainty Principle. My colleagues have explained again and again… and again how the mere act of measuring something does not make it any bigger.

Options have real costs. Barrett wants to keep those costs buried in the footnotes rather than accounted for on the income statement, where it matters. Is that because Intel distributed nearly $1 billion worth of options last year, or is it that Barrett himself collected $14 million in options? I leave it to you to decide if this behavior qualifies as weasel-like.

See what your fellow Fools think of options on our Intel discussion board.

Barrett's conduct makes Fool contributor Seth Jayson glad that his computers don't run on Intel chips. He owns no stake in Intel. View his Fool profile here.


http://www.fool.com/News/mft/2004/mft04052014.htm?source=eptyholnk303100&logvisit=y&npu=y

EDIT: I am not really interested in this. I offer it as a public service to Intellibies visting this thread. If expensing options were to become standard in the industry I suppose there would have to be two sets of accounts for historical comparison -pre-expensed and post-expensed.

Build It: A Liquid-Cooled P4 System

"As we can see from the software 3D rendering tests, the Pentium 4 Extreme Edition can perform quite well against the competition, given the right application mix. However, that mix of applications doesn't extend to gaming.

That's not to say that the P4EE is a poor gaming platform – it performs pretty darned well. However, the Athlon 64 FX 53 is simply in another class entirely when it comes to running games......."



http://www.extremetech.com/article2/0,1558,1596190,00.asp

thanks to saxplayer

ATI Catalyst Beta 1 AMD64 Driver Performance
Posted by: Chris Tom on Friday, May 21, 2004 - 03:23 AM

"I've posted up my tests of the just released ATI AMD64 drivers. Enjoy."

http://www.amdzone.com/modules.php?op=modload&name=News&file=article&sid=549

YellowTab OS AMD64 Plans

"Spencer Voice sent in word of YellowTab's plans for AMD64. YellowTab is the open source BEOS follow up..."

http://www.amdzone.com/modules.php?op=modload&name=News&file=article&sid=550

There's a dearth of Intel Dothans in London shops

http://www.theinquirer.net/?article=16066

EDIT: The reference to Tottenham Court Road for the un-initiated. It is a major road linking Piccadilly Circus to Oxford Street in the centre of London and one would expect to find a Dothan there.

Intel goes on major multicore bender
Flies at 200 miles an hour until it hits the wall


By Charlie Demerjian:

EDIT: A longer, reasoned argument than usual. About benchmarks for dual core etc


...............Game developers will be dragged kicking and screaming into the multi-threaded world, and will have to grin and bear it. MS, Sony and Nintendo will all spend bags of cash to help people figure out which end is up, and provide lots of code samples. That knowledge will be filtered back to the PC side of thing in time, and the developers will learn how to do things right.

If there is a lag between the consoles picking up the tech and the PCs getting their turn, that will put games and software in the right place at the right time. When Intel just starts getting beat like a dime store drum at the benches, the software gates will start to crack open.

The funny thing is that Intel had just about nothing to do with this trend. It was forced in one direction by a set of events, while the software makers were forced in another direction by another set of events. The fact that it ended up in the same place is dumb luck, but it is good dumb luck. I see a rocky 2005 for Intel, but 2006 looks brighter, and 2007 is brighter yet. The only question is whether AMD will also put out a multi-core product that is a better core and has many of them. One thing for sure, it will be interesting. µ

http://www.theinquirer.net/?article=16062

Intel-AMD guerilla marketing hits show floor

EDIT: Some light-hearted fluff

http://www.theinquirer.net/?article=16062

AMD endorses Tyan's Tomcat K8S

EDIT: Another take on yesterday's news.
http://www.theinquirer.net/?article=16064

d-a-n: That is the most psychedelic thing I've seen since the '60s.

SEMI's book-to-bill ratio climbs to 1.14 in April

EDIT: This answers my own question.

This is the info that is moving the Japanese market higher. Note that this is semi equipment makers not semi manufacturers - but the implications for manufacturers are obvious. It appears to have been released after hours in the USA.

http://www.siliconstrategies.com/article/showArticle.jhtml?articleId=20900156

Tokyo stocks rise led by techs

By Osamu Tsukimori, CBS MarketWatchcom
http://cbs.marketwatch.com/news/default.asp?siteid=mktw&avatar=seen

9:02 PM ET May 20, 2004
TOKYO (CBSMW) - Japanese stocks rose by midmorning Friday as the tech sector led the gains after closely watched U.S. industry data suggested robust demand in the industry.

The book-to-bill ratio, which measures ratio of orders to shipments of North America-based semiconductor manufacturers, came in at 1.14 in April, up from 1.09 a month earlier.

"The stocks rose after the B-B ratio was strong, pointing to robust demand," said Seiki Orimi, chief strategist at UFJ Tsubasa Securities.

EDIT: I cannot figure out if Japan just got this B-to-B information "this Friday morning" or whether it has been in the US markets already.

CATALYST Windows XP 64-Bit Edition - BETA Driver Download
http://www.ati.com/support/drivers/winxp/radeon-xp64.html?type=xp64&prodType=graphic&prod=pr....

CATALYST™ Beta 1 for Windows XP 64 bit for AMD64

This release note provides information on ATI's first beta driver for the Microsoft Windows XP 64 bit operating system, running on AMD64 systems. This beta driver is supported on the following ATI RADEON™ products.
http://www2.ati.com/drivers/Catalyst_xp_64_amd_Release_Notes.html

ATI AMD64 Video Card Beta Download
Posted by: Chris Tom on Thursday, May 20, 2004 - 05:31 PM

ATI has thankfully release beta AMD64 drivers for their video cards!
RADEON™ X800 PRO
ATI RADEON™ 9550
MOBILITY™ RADEON™ 9600 Series
ATI FireGL™ Z1
RADEON™ X800 XT
RADEON™ 9500 Series
MOBILITY™ RADEON™ 9700 Series
ATI FireGL™ X2
RADEON™ 9800 Series
RADEON™ 9200 Series
MOBILITY™ FireGL™ T2
RADEON™ 9700 PRO
RADEON™ 7000 Series
ATI FireGL™ T2
RADEON™ 9600 TX
MOBILITY™ RADEON™ 9500
ATI FireGL™ X1


http://www.amdzone.com/modules.php?op=modload&name=News&file=article&sid=548

More good stuff about the Dresden fab.

http://news.ft.com/servlet/ContentServer?pagename=FT.com/StoryFT/FullStory&c=StoryFT&cid=108...


This article from the very influential and internationally read Financial Times (UK). Usually it is a registration only site but saxplayer has found an article that is accessible. In case it closes I have cut and pasted the whole thing and added some boldface type.
___________________________________

Skills that keep Silicon Saxony in the picture
By Hugh Williamson
Published: May 21 2004 5:00 / Last Updated: May 21 2004 5:00

Gerhard Schröder,the German chancellor, knows a good photo- opportunity when he sees one. It is not every day that a US company invests $2.5bn (£1.4bn) in eastern Germany and, when it happens, the chancellor wants to be there.


So it was this week, when Mr Schröder led a ceremony marking the partial completion of a second semiconductor factory in Dresden belonging to Advanced Micro Devices, the chipmaker.

The visit underlines how the region has become a powerful economic hub in the past decade, home to an estimated 760 companies in the microelectronics and information technology sectors. AMD's new factory reinforces Dresden's position as "the leading location for semiconductor manufacturing in Europe", Mr Schröder said.

The concentration of companies between Dresden and neighbouring Freiberg in the state of Saxony - a region christened "Silicon Saxony" - has become an economic beacon in eastern Germany, which is still blighted by unemployment, industrial decline and depopulation.

The region has succeeded in attracting foreign investors, in spite of concerns over high costs, red tape and new competition from European Union enlargement. And it suggests economic policies in support of regional industrial "clusters" can be successful.

"Silicon Saxony has been successful because it is based on traditions in the region's industry and labour force, but also because politicians have acted effectively to promote such a development," says Martin Gornig of Berlin's DIW economic research institute and co-author of a study on the region.

AMD started operations on a greenfield site on the outskirts of Dresden in 1999 and by 2007 plans to have invested $4.8bn in two plants employing about 3,000 staff. "This is our largest investment and most important operation worldwide," says Hector Ruiz, chief executive.

Mr Ruiz says AMD was attracted to the region because of the "high skills base and good work ethic" in the local labour market. Before the Berlin Wall fell in 1989 the Dresden region was the centre of the communist bloc's microelectronics industry, and this tradition persists today.

He admits also that regional and national government subsidies worth $545m were a "significant consideration", coming on top of a similar amount attached to the original plant. The Saxony regional government is also providing loan guarantees and a $200m investment in the plant.

Infineon, the German memory chip maker, has also fuelled - and profited from - Silicon Saxony's rapid growth, according to spokeswoman Diana Rulle. Its first operations were established a decade ago, and the company now employs 5,400 in three plants.

In a sign of growing synergies, Infineon, AMD and DuPont, the US chemicals company, in 2002 established a joint company in Dresden to develop and produce photomasks, the blueprints for chips. Other companies, including Wacker Siltronic, the wafer-maker, and ZMD, the descendant of the communist-era chip company, have added to the industry's vertical integration.

At least 11,000 people are employed in the semiconductor industry, says Saxony's regional government.

Georg Milbradt, the state's conservative premier, says the Dresden cluster has been successful because it taps into the region's industrial tradition and because state subsidies - about €7bn (£4.7bn) across all sectors since 1990 - have been well targeted.

His government has also helped to build several research institutes and technical universities in the area, supplying companies with know-how and staff.

Martin Gillo, Saxony's economics minister, adds that "working in partnership with companies in battling through the jungle of German permits and bureaucracy" was also vital. In future, the challenge for Silicon Saxony lies in managing the pressures of establishing an advanced industrial sector against eastern Germany's continued status as a poorer, low-wage area.

Mr Gillo admits that, for Silicon Saxony to expand, the Dresden region must continue to be seen by the European Commission as poor, so subsidies keep flowing. This status is now under debate in Brussels.

On the other hand, companies have problems recruiting highly qualified staff, usually drawn to more prosperous and attractive regions. Ms Rulle says Infineon has 200-300 engineering vacancies, but that things are improving. "Dresden has a more international feel than a few years ago."

Mr Gornig concludes that politicians and business leaders must not take their eye off Silicon Saxony if it is to remain a bright spot amid Germany's current economic gloom. A few more flying visits by the chancellor might also help.

Sell in May, walk away?

The old market saw doesn't always hold true. It may this year, even if accidentally



EDIT: Bollinger gets religion and gives fundamentalist rather than techincal reasons why it might not be sell in May this year. But there are other viewpoints in this article:

"...................John Bollinger, president and founder of Bollinger Capital Markets and inventor of the "Bollinger Bands" used in technical analysis, says traders are actually better off selling in July, rather than May. Most of the market's worst volatility comes in the July-Oct. period, Bollinger believes -- he just doesn't have a catchy rhyme to express that yet.

Sell in July, say bye-bye? Doesn't have quite the same ring.


Anyway, Bollinger also thinks there's a chance these seasonal patterns will not be as pronounced this year -- the last two years of a president's term are often less seasonally volatile, according to his research, meaning gains can take place, regardless of the time of year.

"Typically, in the year of an election, 'Sell in May and go away' doesn't hold very well," Bollinger said.

In any event, if the economy can continue growing strongly without generating much inflation -- that's a great, big, fat "if" at this point, given recent inflation data -- then the Fed would likely take its time raising interest rates, and corporate profits would continue to grow strongly. That doesn't sound like a great time to be selling stocks.

"Our general feeling is that we will see continued moderate advances in equity prices, with earnings being the driving force, offsetting potential increases in short-term interest rates," said Robert Balentine, CEO of Balentine & Co., an investment consulting unit of Wilmington Trust (WL: Research, Estimates).

"I would think the adage of going away in May probably won't hold this year," Balentine said."



http://money.cnn.com/2004/04/30/markets/sell_in_may/

Apparently still a lot of headroom for overclocking.

http://news.bbc.co.uk/2/hi/science/nature/3732157.stm

UpNDown: I once knew a guy who used to take 50% of your profits and pay 50% of your losses if you followed his advice. Interested?

Sun Pulls More OEMs into Solaris x86 Market
By Jeffrey Burt

EDIT More background to today's story. Quite a lot of mention of its relationship with AMD.


http://www.eweek.com/article2/0,1759,1596155,00.asp

Core counts soar: Embedded and general-purpose processors follow similar trends


Maury Wright, Editor-In-Chief -- EDN, 5/20/2004



.............Finally, chips derived from the 80386 architecture are still having their day in many applications. AMD presented the latest Geode parts, along with stats that show the 386 core has no power disadvantage relative to many RISC cores. Indeed, AMD seems to believe that the core can move into handset applications, although the company also has some MIPS-based technology targeted at that space.





http://www.reed-electronics.com/ednmag/article/CA419870?industryid=2283

thanks to saxplayer

mmoy: Get yourself a book on logic, reasoning or argumentation. Then look up Burden of Proof

I'd like to see you apply that to your TA pronouncements. Physician heal thyself!

More on the Averatac C3500 including price $1,000

This excerpt from Tabula
http://www.kstati.com/tabula/archive/2004/05/17/1766.aspx

"A tiny peek at Averatec's upcoming 3500 series convertible Tablet PC I couldn't find a better picture of it anywhere else, so here's a really tiny image of what should be (but know knows) Averatec's new 3500 series Tablet PC. Yes, it's that mythical cheap tablet. When it launches - supposedly sometime this summer - it should sell (out quickly) for about $1,100. Rebates and special offers will likely push that down into the three digit price territory.

This will be one of those products produced by one Asian company, yet rebranded and offered in different configurations by many others, so I wouldn't be surprised to see a number of clones. This new tablet with a low price tag doesn't mean that Tablet PCs are getting cheaper - they aren't quite commoditized to that extent yet. However, it means that there will be cheap tablets. Nothing fancy, probably some corners will get cut, no speed records, and likely paltry battery life. But it will cost around a thousand dollars, which is the magical number many buyers are looking for. Oh, and one of the ways to achieve that low price may be a first in tablet land: an AMD processor. But as usual, take all this with a grain of salt - we won't know all the details until it's on the shelf of your local electronics retailer."


And a comment from Gizmodo

"TabulaPC has been covering the upcoming launch of the Averatec 3500-series Tablet PC, most notable for its $1,100 price, which after rebates and special offers should be the first tablet to hit the sub-$1,000 mark. No one's quite sure what processor it will have, but it seems likely it will be one of the first tablets to use an AMD chip, either a full-blown Athlon XP or an XP-M. The 3500 is set to launch this summer and will likely be resold under a variety of brands."

http://www.gizmodo.com/archives/the-averatec-3500-1000-tablet-pc-009614.php

for the pictures of the machine and the roadmap (which clearly shows it is an AMD processor) see my earlier post http://www.investorshub.com/boards/read_msg.asp?message_id=3129203

Sun reveals availability of new Solaris OS
Over 600 independant vendors
http://www.theinquirer.net/?article=16049

and from SUN Home page

http://www.sun.com/smi/Press/sunflash/2004-05/sunflash.20040520.1.html

SUN BROADENS AVAILABILITY OF SOLARIS OS ON AMD OPTERON AND INTEL XEON-BASED SYSTEMS WITH 15 NEW OEM PARTNERS
Offers Customer Choice and Competitive Edge in Commodity Hardware Market with Enterprise-Ready Solaris OS for x86 Systems

SANTA CLARA, Calif., May 20, 2004 - Sun Microsystems, Inc. (Nasdaq: SUNW) today announced the availability of the Solaris Operating System (OS) on a variety of AMD Opteron and Intel Xeon-based systems with 15 new Original Equipment Manufacturers (OEMs) for a total of 20 x86 platform partners, including ASA Computers, Continuous Computing Corporation, Electronic Business Solutions, Flight System Consulting Inc., NatureTech, Pinnacle Data Systems (AMEX:PNS), Portable One, PSSC Labs, Rave Computer Association, Inc., S-Terra Group, System Works Corporation, Think Computer Products and Tokyo Forex Financial.


The addition of new system and embedded device OEM partners - representing a range of servers, workstations, supercomputers, telecom equipment platforms, VPNs, notebook computers and other products -- helps Sun to further extend the reach of the Solaris OS while opening up new market opportunities for OEMs by providing them with an established enterprise-class OS. Sun will sponsor a Solaris x86 Partner Pavilion at the upcoming SunNetwork 2004 conference in Shanghai, PRC, June 2-3. Partners will showcase their Solaris OS solutions and attendees will have the opportunity to meet with Sun technical and sales representatives at the event.

"Following on the heels of last month's agreement with Rackable Systems, this groundswell of support from 20 OEMs is further proof of the strong momentum behind Solaris x86," said Ann Wettersten, vice president, systems software marketing, Sun Microsystems, Inc. "As we continue to push hard on growing the Independent Hardware Vendor (IHV) ecosystem for Solaris x86, we believe this will have a snowball effect in driving even more Independent Software Vendor (ISV) adoptions. Key ISVs like BEA, Sybase, and Veritas have already signed on to support their solutions on Solaris x86. With over 900 solutions from over 600 ISV partners on Solaris x86, Sun continues to expand the community for the Solaris OS, giving end customers greater flexibility and choice in their Solaris deployments."

The OEM program for the Solaris x86 is a low-risk, high ROI program since there is no cost involved for system builders to participate. OEMs are able to freely certify their systems using Sun's Hardware Compatibility Test Suite. They can also license the Solaris OS for redistribution to customers under flexible general purpose or embedded use licensing. As part of the program, Sun provides worldwide backline support, contractual support at the development coding level, as well as low-cost training and free resources. OEMs can also participate in the Sun Software Express program for Solaris OS to preview the next-generation Solaris 10 OS and enable faster time-to-market with the latest cutting-edge technologies.

Sun's Hardware Compatibility List (HCL) for Solaris x86 has doubled in size in the last six months and currently includes more than 200 supported x86 systems from both Sun and third party vendors. The Solaris OS HCL offers certification to system builders and IHVs looking to leverage the Sun brand and the growing market for Solaris x86. Customers can access the HCL at www.sun.com/bigadmin/hcl and take advantage of a full range of drivers and system configurations that have been certified on Solaris x86, as well as a growing catalog of third-party and open-source applications.

For more information about the Solaris x86 Partner Pavilion at SunNetwork 2004, Shanghai, please go to: http:/wwws.sun.com/software/solaris/x86/oem_event.html. Sun and OEM partner staff will be available on June 2 and 3 to showcase solutions, give product demonstrations, and provide information about Sun's OEM program for the Solaris OS through both formal presentations and informal discussions with technical, sales, and marketing representatives. Sun will also have experts on site to assist with installation and help partners prepare for hardware certification. For more information about the OEM program for Solaris x86, please go to http://www.sun.com/oem/purchasing/index.html.

The growing Solaris x86 OEM momentum comes as the company approaches its upcoming NC04Q2 product launch in June, Sun's quarterly unveiling of new technology innovations that further improve the delivery of network services.

About the Solaris OS

The #1 enterprise-class UNIX OS, the Solaris Operating System for SPARC®, x86 and AMD Opteron systems redefines the operating system as a services platform by combining traditional OS functionality with application services and identity management. The Solaris OS can deliver the security, manageability and performance that IT professionals need to help increase service levels and decrease costs and risk. Solaris x86 systems has gained rapid industry momentum over the past year, with more than 850,000 registered licenses to date and more than 900 solutions available for Solaris9 x86 through approximately 600 ISVs. Last quarter alone, the ISV adoption rate grew approximately 12 percent.

Tabula PC
Life with a Tablet PC - from everyday evangelism to frustrating features


"Averatac C3500
Take a look at this interesting product roadmap from Averatec. The convertible Tablet PC model - the C3500 - is indicated to have an AMD K7 processor. (Alright, what is that anyway? It sounds like the years old AMD chip numbering systems of yore.) A later shift to Intel's Dothan in a future C3x00 series seems to be planned as well.

Here's a new picture too:"






http://www.kstati.com/tabula/archive/2004/05/17/1770.aspx







EDIT On the web site it says "David, I believe that you are correct, and it's actually an Athlon XP-M of some sort"

thanks to saxplayer for the link

AMD woos system builders

EDIT A rah-rah article about AMD

http://www.crn.com/sections/BreakingNews/dailyarchives.asp?ArticleID=50289

via saxplayer

Tyan, AMD to launch four way Opteron system soon
Barebones server system afoot


By INQUIRER staff: Thursday 20 May 2004, 11:48

SERVER MOBO maker Tyan said that it and AMD will introduce the latest four way mobo and barebone server system in early June.
The four way mobo Tyan manufacturers has attracted a great deal of attention because Intel does not, as yet, have any direct competition for this product.....



http://www.theinquirer.net/?article=16041

EDIT No more than another take on yesterday's news.

New 64 Bit Supercomputer Goes Live at AIP


http://www.supercomputingonline.com/article.php?sid=6203