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Re: I_banker post# 20310

Friday, 12/12/2003 12:43:52 PM

Friday, December 12, 2003 12:43:52 PM

Post# of 98356
Chipguy, as an Intel or AMD investor, the relevant figure is not how much the systems cost, but rather, how much the processors sold for. Intel doesn't benefit differently if HP sells a $2 million dollar system or a $20 system.

Exactly. How well do you think I2 ASP stands up vs Opteron
ASP when the I2 sells in $10k workstations and $25k to $50k
per CPU mid to high end servers compared to Opteron's niche
in $3k to $6k 1U entry level servers?
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