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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.83+1.7%Jan 16 9:30 AM EST

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To: Petz who wrote (43098)6/7/2001 11:15:17 PM
From: Dan3Read Replies (1) of 275872
 
Re: blame AMD management for lack of a top tier server win, for example?

There are big problems in the server market right now, everybody's desperate, the few buyers out there have little budget, new and nearly new inventory is being dumped left and right. There probably isn't a lot of experimentation in server purchases, right now.

AMD is going to have to spend a quarter or two having white box product in the field, proving itself and letting people get comfortable with the notion of AMD workstations and servers.

So far, just great - they're out there at last, and can finally start to establish a track record.

Regards,

Dan
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