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jhalada

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jhalada

Re: Andy Grave post# 11201

Saturday, 08/16/2003 12:51:20 AM

Saturday, August 16, 2003 12:51:20 AM

Post# of 97585
Andy,

While the manufacturing constraint will certainly be true on the desktop, I do not believe it is a factor for server chips or workstations.

Agreed. AMD could take 100% server market share with Opteron and still have capacity for some desktop chips. 100% of server market is 1M chips per quarter.

It is not realistic to expect that AMD will take 100% of server market. Even 20% in next quarter or 2 is still extremely optimistic (without suppor of HP and Dell).

Joe
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