Replies to post #67792 on Advanced Micro Devices Inc (AMD)

[Dan3]

Re: Check out the P4 box the board shipped in!

SuperMicro is hurting. Their market (white box server buyers/makers that have a clue when it comes to actual performance) has been moving strongly and steadily to AMD. SuperMicro sat on its AMD based designs for months because of Intel threats and when they became desperate to maintain sales (and put their Opteron boards into production) Intel started shorting them on key chipsets (somebody must have ratted on supermicro). So between lack of demand for some Intel based models and chipset shorting "punishment" on others, SuperMicro has wound up with a big surplus of Intel boxes. I've received supermicro Opteron boards in P4 boxes, too.

Dell is in the early stages of a similer situation, but Dell has it much easier because so many Dell customers are blissfully ignorant of any computer knowledge and simply buy whatever Dell offers them.

But even the marching morons who buy Dell are beginning to smell that something's up, as recent sales figures have shown.