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jhalada

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jhalada

Re: yourbankruptcy post# 24430

Tuesday, 01/27/2004 8:39:04 AM

Tuesday, January 27, 2004 8:39:04 AM

Post# of 97585
yb,

No doubt it's volume. Dell will not bother to hurt it's Intel tandem for less than 10K servers per quarter. AMD is very far from this point.

I don't think you are right. I think AMD can supply 100K Opterons to Dell this quarter.

IBM may sell another 1-3K and 6-7K from other vendors. We are talsking about 20K Opteron server market in Q2.

I think the numbers will be higher than that, and Opteron will not be the bottleneck.

Joe
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