Friday, September 07, 2007 9:03:42 PM
Nah, AMD lost everything but HPC. Fortunately for AMD
it was far more successful with Opteron in HPC than any
other x86 server segment so Barcelona's short comings
will mainly prevent expansion outside its existing HPC
customer base rather than accelerate its erosion.
The real problem for AMD is when it tries to migrate its
K10 design to the client space. A shortage of shippable
GHz will be very painful there.
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