Replies to post #24430 on Advanced Micro Devices Inc (AMD)

[jhalada]

yb,

No doubt it's volume. Dell will not bother to hurt it's Intel tandem for less than 10K servers per quarter. AMD is very far from this point.

I don't think you are right. I think AMD can supply 100K Opterons to Dell this quarter.

IBM may sell another 1-3K and 6-7K from other vendors. We are talsking about 20K Opteron server market in Q2.

I think the numbers will be higher than that, and Opteron will not be the bottleneck.

Joe