Wednesday, April 07, 2004 2:46:13 PM
Doug, Re: 1. Straw-man argument-- I never said the "sky was falling", just that Opteron was impacting Intel.
2. All price cuts are not the same. Surprising, but true.
1. By the same argument, one could claim that Intel's Xeon MP sales were impacting AMD, so they had to cut prices by up to 52.7%.
2. We are in agreement here. AMD's price cuts were far more significant than Intel's. Intel lowered one product out of nine by 27%, while AMD lowered the prices of all their Opteron chips by up to 52.7%.
Re: they do seem to have ONE new Xeon MP since last year. Unfortunately, as with the rest, it's limited to 4GB of real memory, and isn't competitive in 4 or 8P
It's competitive alright, and it will probably maintain the vast majority of market share in this segment. Most high end (>=4P) apps already support PAE extensions and OEMs already sell Xeon MP based systems with up to 64GB of memory. This is not the most elegant approach, but it's a solution for larger memory requirements. Not only that, but it's already well entrenched. Comparatively, Opteron only has 64-bit Linux support; otherwise, they would have to use PAE extensions as well, and I'm not even sure AMD fully supports this. Therefore, you are the one offering the strawman argument. The 64-bit comparison is moot until operating systems and applications are offered in high volume.
2. All price cuts are not the same. Surprising, but true.
1. By the same argument, one could claim that Intel's Xeon MP sales were impacting AMD, so they had to cut prices by up to 52.7%.
2. We are in agreement here. AMD's price cuts were far more significant than Intel's. Intel lowered one product out of nine by 27%, while AMD lowered the prices of all their Opteron chips by up to 52.7%.
Re: they do seem to have ONE new Xeon MP since last year. Unfortunately, as with the rest, it's limited to 4GB of real memory, and isn't competitive in 4 or 8P
It's competitive alright, and it will probably maintain the vast majority of market share in this segment. Most high end (>=4P) apps already support PAE extensions and OEMs already sell Xeon MP based systems with up to 64GB of memory. This is not the most elegant approach, but it's a solution for larger memory requirements. Not only that, but it's already well entrenched. Comparatively, Opteron only has 64-bit Linux support; otherwise, they would have to use PAE extensions as well, and I'm not even sure AMD fully supports this. Therefore, you are the one offering the strawman argument. The 64-bit comparison is moot until operating systems and applications are offered in high volume.
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