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Technology Stocks : Intel Corporation (INTC)
INTC 35.81+0.2%3:59 PM EST
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To: Tony Viola who wrote (103929)6/4/2000 5:31:00 PM
From: milo_morai  Read Replies (2) of 186894
 
Tony,

1. China and Japan opening markets. Lots of PCless people
2. AMD holds key parts(Networking) of Comm products division, as they sold the parts with little value. (do a little more research)
3. Server chips 2way 4way and 8 way will be opening up for AMD in near future. Coupled with LDT (something Tench is worried about) their will be demand for AMD SMP platforms.
4. Raza was a fool. He wanted to sell Dresden (JS didn't). Where is he today? Nowhere big.

AMD has lots of good things on the horizon MP on die, SMP, DDR, LDT, etc..

Milo
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