Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 223.53

+1.1%

Jan 14 3:59 PM EST

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To: Pravin Kamdar who wrote (9262)	9/19/2000 7:57:10 PM
From: Pravin Kamdar	Read Replies (4) of 275872

Maverick, Of all of Cobalt's products, Schwartz said, Sun in most interested in the Raq computers for hosting Web sites. These systems use AMD processors. SUN will aggressively move into this market. I would guess that they will soon upgrade with Athlon and Mustang processors. I saw the head of Cobalt on CNBC this afternoon. He said that he will be in charge of the network appliance side of SUN's business, and that product will extend up to "enterprise level" appliances. Even though SUN says that their long term goal is to migrate the cobalt systems to SPARC, I have to believe that Sledgehammer will be used by SUN in their enterprise appliance line. This could be the beginning of a hugely positive development for AMD. Pravin.

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