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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.80+1.7%Jan 16 3:59 PM EST

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To: andreas_wonisch who wrote (45075)6/25/2001 1:10:07 PM
From: Charles RRead Replies (1) of 275872
 
Andreas,

<It almost feels like AMD likes to play second fiddle to Intel.>

It all comes from the leadership.

<With today's news x86-64 seems to be DOA. Who else would commit to Hammer servers if not Compaq? >

Well, there are always some el-cheapo Linux-box guys. And there may be some other outside-the-US guys. As far as US corporate business is concerned, start setting sights low. And, I mean "real low"...

The long-shot is Sun (especially since Intel and Sun had some nasty things to say about each other) but with the way AMD has been slipping, it is tough to take that option seriously.

Chuck
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