Advanced Micro Devices Inc (AMD)

[dougSF30]

Keith, sure, they may not take 100% of the x86 server market this year, but just because it was 1.5% in Q4 03, doesn't mean it couldn't grow explosively this year. It's hard to predict in advance what the adoption curve will look like. In favor of a surge in demand: Intel announced, but cannot deliver, iAMD64 until Q3, and then only in 2P, at yet unknown performance. Buying plain old 32-bit only Xeon machines may quickly become viewed as short-sighted, given that this market is going 64-bit capable in a hurry. We'll have to wait and see, but Intel's iAMD64 announcement could trigger a surge in Opteron demand.

Doug