Advanced Micro Devices Inc (AMD)

[Elmer Phud]

Keith -

AMD already sold [up to] 500 1U 2P development machines which are fully functional, with CPU´s running at launch speed (that would make it a thousand Opterons).

AMD sold systems that have to be considered engineering samples and while they may have been fully operational, we don't know they were fully functional. And what frequency do those run at anyway?

and to say "Opteron is unmanufacturable" also doesn´t seem quite right

Do I need to provide a definition of manufacturable? It's something that can be produced at a profit, and it usually requires some repeatability and meeting of schedules. 1 die per wafer sold for $5000 could make the case that it is manufacturable but I don't think that's likely the case.

It´s only one more month, and then we´ll see how the story goes.

No doubt there'll be an announcement but what else remains to be seen.

EP