Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 251.48

-0.2%

2:25 PM EST

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To: dale_laroy who wrote (38423)	5/7/2001 12:29:56 AM
From: Paul Engel	Read Replies (1) of 275872

Re: "And I would guess that neither Gateway nor IBM are either. Why would any top tier vendor be interested in basing a server on a DP processor with just 256K L2 cache? " Touche' !! I have been asserting the same point for many months. Re: "they will not achieve any significant penetration into the server market until Sledgehammer." That's a stretch !! AMD has announced multiple delays - and the first SludgePumpers won't be available for over 18 months. By that time, do you know what the competitive landscape will look like?

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