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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: Jim McMannis who wrote (41756)5/30/2001 7:17:43 PM
From: dougSF30Read Replies (3) of 275872
 
It looks like our bipolar thread has crashed again.

You might note that "IBM has no plans to use Athlon in servers, according to a company representative. Neither does Compaq," doesn't necessarily rule out either company using them in *workstations*.

[Edit: although these followup quotes seem negative, and seem to be abou workstations, if the author hasn't taken them out of context:

"On the desktop, there's not a huge amount of difference between the vendors," Knox said. "We think we can offer a very different solution than what's being sold" to businesses now.

"We're going to have some wins there," Knox vowed. "It might not be a Compaq or an IBM. We're working towards that, though."

end Edit]

Even if they aren't on board right now, I fail to understand the sudden 'stock is dead in the water' comments, and the like.

You'd think we hadn't increased market share 4% last quarter, *without* the new mobile offerings or the upcoming MP launch. And there's the crush launch, faster Tbirds, and palomino for the desktop, not to mention the new SiS chipset, etc., etc.

Lithium for the lot of you. :)

Doug
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