Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 217.53

+1.5%

Nov 28 9:30 AM EST

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To: Paul Engel who wrote (41626)	5/30/2001 8:08:37 AM
From: niceguy767	Read Replies (2) of 275872

Paul: "Doesn't it worry you that there have been no major OEM leaks for AMD's dumbed-down-server-solution-with-no-future? (aka 760 EMPTY)" Doesn't worry me a bit, but it would if I were long INTC!!! Monday's server unveiling by AMD just might send shock waves up and down the INTC castle corridors...Just as AMD has leapfrogged the P3 in the consumer segment, one-upped INTC with its Athlon 4 in the mobile sector, it would not seem unlikely that AMD is about to provide an INTC knock-out punch in the dual server segment, which if true, has enormously positive implications for AMD's future growth prospects...(Oh, and let's not forget about the Dell wildcard in this equation...as any AMD support by Dell, should it occur, would dramatically alter the tilt on the current playing field in AMD's favour by eliminating a huge roadblock that currently exists between AMD and the corporate world)...

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