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Google Is Reportedly Switching to AMD

dartworth

dartworth

Lifer
From Bloomberg News
March, 2 2006

Google Inc. is switching its servers to run on Advanced Micro Devices Inc. chips instead of those made by Intel Corp., according to a Morgan Stanley report.

Google, which has more than 200,000 servers, has started to buy Advanced Micro's Opteron processors with almost all new purchases, Morgan Stanley analyst Mark Edelstone said. He raised his earnings estimates for Sunnyvale, Calif.-based Advanced Micro.

"Most of Google's near-term server purchases will use AMD's Opteron for the first time," Edelstone said. Google "will help AMD to enjoy a significant sequential increase in their server business in the first quarter."

Winning Google as a customer may help Advanced Micro beat analysts' estimates this quarter, San Francisco-based Edelstone wrote.

The switch may also come as a blow to Intel Chief Executive Paul Otellini, who sits on Google's board. Advanced Micro, the No. 2 maker of computer processors behind Intel, last quarter took more than 20% of the market for the first time in more than four years.

Edelstone raised his estimate for Advanced Micro's first-quarter profit to 33 cents a share from 31 cents. He raised his 2006 estimate by 10 cents to $1.70 a share.

Shares of Advanced Micro rose $1.40 to $40.07.

Google spokeswoman Sonya Boralv said she wasn't able to comment on the Morgan Stanley report.


LA Times Story
 
Google, which has more than 200,000 servers, has started to buy Advanced Micro's Opteron processors with almost all new purchases, Morgan Stanley analyst Mark Edelstone said. He raised his earnings estimates for Sunnyvale, Calif.-based Advanced Micro.
Click to expand...

😎
 
Originally posted by: SampSon
So Paul Otellini sits on googles board?
How is that going to affect things?
Click to expand...

I don't think Intel cares for a few million in revenue. Even if Google bought another 100k servers at $1k per server in revenue for the processor (very high estimate) it would come out to $100 million which would account for 0.25% of Intel's approximately $41 billion in estimated FY2006 revenue.

However, AMD wouldn't mind boosting revenue by a couple precentage points.
 
Originally posted by: JS80
Originally posted by: SampSon
So Paul Otellini sits on googles board?
How is that going to affect things?
Click to expand...

I don't think Intel cares for a few million in revenue. Even if Google bought another 100k servers at $1k per server in revenue for the processor (very high estimate) it would come out to $100 million which would account for 0.25% of Intel's approximately $41 billion in estimated FY2006 revenue.

However, AMD wouldn't mind boosting revenue by a couple precentage points.
Click to expand...

Don't forget how much publicity this will be worth to AMD 😉

 
Originally posted by: JS80
Originally posted by: SampSon
So Paul Otellini sits on googles board?
How is that going to affect things?
Click to expand...

I don't think Intel cares for a few million in revenue. Even if Google bought another 100k servers at $1k per server in revenue for the processor (very high estimate) it would come out to $100 million which would account for 0.25% of Intel's approximately $41 billion in estimated FY2006 revenue.

However, AMD wouldn't mind boosting revenue by a couple precentage points.
Click to expand...
What if Otellini told Google to piss off?

 
Originally posted by: SampSon
So Paul Otellini sits on googles board?
How is that going to affect things?
Click to expand...

It would probably be unlawful for him to be part of the decision making process of what chips google should use.
 
Originally posted by: SampSon
Originally posted by: JS80
Originally posted by: SampSon
So Paul Otellini sits on googles board?
How is that going to affect things?
Click to expand...

I don't think Intel cares for a few million in revenue. Even if Google bought another 100k servers at $1k per server in revenue for the processor (very high estimate) it would come out to $100 million which would account for 0.25% of Intel's approximately $41 billion in estimated FY2006 revenue.

However, AMD wouldn't mind boosting revenue by a couple precentage points.
Click to expand...
What if Otellini told Google to piss off?
Click to expand...

Board members of multi-billion dollar companies don't peddle in what servers the IT department purchases.
 
Originally posted by: JS80
Originally posted by: SampSon
Originally posted by: JS80
Originally posted by: SampSon
So Paul Otellini sits on googles board?
How is that going to affect things?
Click to expand...

I don't think Intel cares for a few million in revenue. Even if Google bought another 100k servers at $1k per server in revenue for the processor (very high estimate) it would come out to $100 million which would account for 0.25% of Intel's approximately $41 billion in estimated FY2006 revenue.

However, AMD wouldn't mind boosting revenue by a couple precentage points.
Click to expand...
What if Otellini told Google to piss off?
Click to expand...

Board members of multi-billion dollar companies don't peddle in what servers the IT department purchases.
Click to expand...
I dunno about that, lots of positioning and publicity involved. But I understand what you're getting at.

What if a state govt. decided to not purchase GM vehicles and switch to toyota, and one of the senators in on the GM or Toyota board?
 
Originally posted by: JS80
Originally posted by: SampSon
Originally posted by: JS80
Originally posted by: SampSon
So Paul Otellini sits on googles board?
How is that going to affect things?
Click to expand...

I don't think Intel cares for a few million in revenue. Even if Google bought another 100k servers at $1k per server in revenue for the processor (very high estimate) it would come out to $100 million which would account for 0.25% of Intel's approximately $41 billion in estimated FY2006 revenue.

However, AMD wouldn't mind boosting revenue by a couple precentage points.
Click to expand...
What if Otellini told Google to piss off?
Click to expand...

Board members of multi-billion dollar companies don't peddle in what servers the IT department purchases.
Click to expand...
you couldn't be more wrong. typically i would agree, but when your business relies primarily on information technology storage, transfer, processing, filtering, etc. (which affects reliability, customer usage and satisfaction, etc.) and that your IT purchases account for more than 20% of your expenses (which in turn affects the bottom line) you bet your ass that board members are going to pay attention. indeed, what could be more important than delivering the right product to your customers and watching after your bottom line?


=|
 
Originally posted by: JS80
Originally posted by: SampSon
Originally posted by: JS80
Originally posted by: SampSon
So Paul Otellini sits on googles board?
How is that going to affect things?
Click to expand...

I don't think Intel cares for a few million in revenue. Even if Google bought another 100k servers at $1k per server in revenue for the processor (very high estimate) it would come out to $100 million which would account for 0.25% of Intel's approximately $41 billion in estimated FY2006 revenue.

However, AMD wouldn't mind boosting revenue by a couple precentage points.
Click to expand...
What if Otellini told Google to piss off?
Click to expand...

Board members of multi-billion dollar companies don't peddle in what servers the IT department purchases.
Click to expand...

What part of Google isn't involved in the IT department?

Maybe your statement would apply for a company like Pepsico.. but Google.. geez..
 
FINALLY. AMD needs these big sales like this.

You'd think that after HOW many years the Operton has been out that most every business would be after it!
 
holy crap....amd is at $40? hahaha I bought em at like $7. I figured they were here to stay and it'd eventually go up.
 
Originally posted by: JS80
Originally posted by: SampSon
So Paul Otellini sits on googles board?
How is that going to affect things?
Click to expand...

I don't think Intel cares for a few million in revenue. Even if Google bought another 100k servers at $1k per server in revenue for the processor (very high estimate) it would come out to $100 million which would account for 0.25% of Intel's approximately $41 billion in estimated FY2006 revenue.

However, AMD wouldn't mind boosting revenue by a couple precentage points.
Click to expand...

Wouldn't surprise me if your estimate is way off. Google will likely be buying the top end Opterons, can't find any prices on those, but they go much higher than $1k
 
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