Replies to post #38109 on Advanced Micro Devices Inc (AMD)

[facsnotfiction]

chipguy wrong again
Your point about the top Opteron selling for more than $3000 is wrong which shows you don't know what your talking about. Heres a clue, look at the list prices at AMD and at Pricewatch before putting out false numbers. And if the average I@ server is going for over 45K which is over 10 times the amount of the most expensive I2, then your 500M in server revenue and 100M in processor revenue don't concur even assuming 2 processors per server. I love how you pull information from different places which just refutes one another. the fact is AMD is eating Intel's lunch and there is nothing you can do about it but cry crocodile tears.

[pgerassi]

Chipguy:

Why would a server purchaser use 8xx series Opterons in a 2 way server? I just looked up the price of a 250 and it was $851. It the most expensive 2 way Opteron. Likely many of those servers used lesser grades like the 246 ($455), 248 ($690) 246HE ($690) and 240EE ($690). I think you got your signals crossed wrt CPU pricing. Itanium will do that to you.

Using your logic, Itanium only sold 19K CPUs in 2003 ($100M/$5200 per CPU (most benchmarks were with 1.5/6MB Itaniums)). Opteron did better, 59K CPUs ($50M/$851 since they were mostly 2 way) in 2/3rds of 2003. Forgive me if I do not believe your logic.

Pete