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sgolds

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sgolds

Re: dhellman post# 2847

Wednesday, 04/23/2003 11:27:35 AM

Wednesday, April 23, 2003 11:27:35 AM

Post# of 97870
I wonder how long before AMD can produce enough product to support more 1st tier vendors? I suspect Sun wasn't there yesterday because AMD could not provide Opterons for them this year. IBM most likely has the contract for the bulk of this year's production, with scraps going to the white box makers. (Does IBM have their own MB, or are they going with Newisys?)

A year exclusive on Opteron may be the biggest thing IBM got with their manufacturing deal with AMD. When 65nm happens then the two of them can merrily sell to everyone else.
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