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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: andreas_wonisch who wrote (41722)	5/30/2001 4:34:14 PM
From: Jim McMannis	Read Replies (1) of 275872

RE:"Re: AMD server chips face tough audience That sounds terrible. If even AMD admit that they have difficulties finding launch partner, that doesn't bode too well for the launch next week. Just look at these two quotes from an AMD representative:" Dell made inroads into the server market by saying: here, take one and try it, if you like it, pay us and we'll put in a few more and if you like those...pay us and order more. The server market will be tough. Someone will have to step up and make sacrifices to get penetration, IMHO. In this economy of downscale, it will even be tougher. Everyone has been riding the high margin gravy train. They may not be so willing to offer products that cut off the gravy on Intel products. Someone is going to have to want the server market really bad. Jim

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