Replies to post #23297 on Advanced Micro Devices Inc (AMD)

[yourbankruptcy]

What's the Xeon unit and server count per year again? I keep losing the link... Sorry about that..

I think AMD can sell from 200K to 300K Opterons in 2004. How much is will be in %?

[sgolds]

Keith -

...considering Opteron´s market share seems to be somewhere in the 1-2% range, it´s rather just noise for INTEL. Or something like a rounding error when counting billions.

Lest we forget:

Only the paranoid survive.

I believe that was Andy Grove (might have been Moore).

If you were looking down the barrel of Opteron, and knowing that AMD does have the manufacturing ability to serve the entire Xeon market (if they ignore desktops), wouldn't you be worried?

[dougSF30]

Keith, it doesn't take much competitive marketshare to destroy previously monopoly-class pricing. Which is exactly what is happening to Intel's server products, both Xeon and Itanium-based. Intel is desperate to hold back Opteron adoption, and its sales folks have been told not to lose deals based on price... they are willing to give processors away, even, to hold on to larger deals. And that means that even the folks PLANNING to buy Intel know the secret phrase for a massive discount: "Well, I don't know... this Opteron system looks very attractive. Unless you can do much better on price, we'll go with that..." Ka-ching!

Doug