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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 203.14-0.8%Jan 9 3:59 PM EST
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To: Yousef who wrote (45245)6/26/2001 4:13:24 PM
From: Jim McMannisRead Replies (2) of 275872
 
RE:""This is meant to be one microprocessor architecture under our entire server
line," Capellas said at a press conference."

This is not good for the "Hammer", IMHO."

Compaq hasn't been doing a lot right lately in the server arena anyway. They let Dell slip in on them.
Basically, I see the bottom dropping out of the margins in servers shortly anyway.

Jim
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