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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 236.78-6.1%Jan 30 3:59 PM EST

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To: Scumbria who wrote (37478)4/26/2001 4:20:15 PM
From: EpinephrineRead Replies (1) of 275872
 
RE:<I think that AMD will keep K7 performance competitive with P4. Unfortunately, AMD needs a significant performance or cost advantage, to attract business customers.>

Scumbria,

Whew, It's a relief to hear you say that. :)

I don't think that AMD will have much problem with business penetration if they can ever get a major OEM to offer an Athlon business system. I think companies buy compaq, dell etc not specifically Intel. Once there is a system offered that has the full backing and support of a major OEM then those systems will diffuse into the marketplace naturally. A 100% marketshare is an unnatural situation that cannot cannot be maintained in the presence of a truly competitive offering(performance, price, and oem support).

I hope that someday one of the top three OEM's will get off their asses and offer a fully supported Athlon sku in their mainstream business line. At least then we might get a chance to see if my hypothesis about corporate adoption is right or not.

Epinephrine
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