Advanced Micro Devices Inc (AMD)

[upc]

I think that perhaps mmoy may have been suggesting that in the december timeframe mentioned for the new HP 300-series Opteron servers, Sun will have been able to roll out some of their home-designed servers, which should be much more competitive than the newisys/celestica kit they are selling now. These machines might have the serverworks chipset they are having developed, as well as a design by bechtolsheim. It is true that as of right now, they are not a very big player in this space, but they have articulated publicly that this is their strategy, so I would not count them out just yet.

upc