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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.83+1.7%Jan 16 9:30 AM EST
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To: niceguy767 who wrote (9282)9/19/2000 9:01:46 PM
From: Pravin KamdarRead Replies (1) of 275872
 
Niceguy,

SUN has a much larger sales/marketing/distribution machine than Cobalt had. They will be able to quickly ramp up Raq system sales. AMD is stopping orders of K6-2 on October 1st. All the Raq systems that SUN will sell are going to use Duron, Athlon, Palomino, Morgan, Mustang, and Sledgehammer processors until (and if) the lines are eventually shifted over to SPARC. I think that SPARC will eventually creep into the Cobalt product lines, but if they do not continue to use x86, they will just end up facing the same competition form a startup Cobalt replacement.

I can hear McNealy saying, "Louie (Jerry), I think this is the beginning of a beautiful friendship."

Pravin.
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