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sgolds

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sgolds

Re: smoothh20 post# 2946

Friday, 04/25/2003 12:01:01 PM

Friday, April 25, 2003 12:01:01 PM

Post# of 97863
smoothh20,

Right. If Opteron really takes off, and becomes supply constrained, IBM would be a great source. To me, there are many factors besides capacity that would drive demand.

One of those many factors, and a very important one, would be IBM as a second source for the processors. This would insure OEMs that there will be a steady supply and make the whole solution an easier sell to corporations.

Yes, this is a 'what if' scenerio. Paradoxically, AMD may not be able to exceed Dresden capacity on their own, but could sell out Dresden plus a bunch from IBM with such an arrangement.
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