Replies to post #640 on AMD strictly moderated (AMD)

[jhalada]

Rink,

Galaxy was announced, but initial supply was very low, not enough to meet the demand (that's what I seem to remember).

There could be a good jump in Q1, and Sun will start to realize some return on the Opteron investment, but hopefully, this whole thing has been a very long (and probably expensive) learning lesson, that on x86 end, the development cycles are a lot shorter, and you have to be right there, from beginning, with your product. Otherwise, someone else will take the sales.

Sun is late, and HP is taking the bulk of Tier-1 Opteron sales.

Hopefully, Sun will have learned the lesson, and they will be right there when Socket 1207 Opterons launch.

Joe

[KeithDust2000]

Rink, check this link:

http://www.investorshub.com/boards/read_msg.asp?message_id=8877749