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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 215.04+0.1%Dec 24 9:30 AM EST

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To: Joe NYC who wrote (68882)1/25/2002 11:45:23 AM
From: wanna_bmw of 275872
 
Jozef, Re: [from Mike]"But it's a bit too early to call it a day, isn't it? What with the agreement with Compaq over Itanium migration, and the imminent introduction of three McKinleys, which certainly hold out some promise, there's still a lot to play for.

For Intel to have a backup plan is sensible and in line with its past behaviour. In addition, Intel virtually owns the server X86 market right now, with large corporations and big PC vendors all standing in an obedient line. That doesn't have to be the case forever, but the firm which has to prove itself to corporate buyers is AMD, not Intel."


Why would I disagree with this?

wbmw
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