Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.94

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To: Win Smith who wrote (45305)	6/26/2001 8:27:04 PM
From: maui_dude	Read Replies (3) of 275872

Win, Re : "Since nobody in particular was acknowledging Alpha as much of a force before this, why is this latest Intel "coup" supposed to mean anything anyway?" The shift is dynamics of compaq going with Intel-only solution for the server high-end market and what is symbolizes is a very big deal IMO. In some ways the battle between AMD and Intel got played out between Dell and CPQ. CPQ deciding to go with Intel-only is a way of acknowledging that the cost (R&D and design of Alpha and validation) is too much to sustain over a long term. This move is a significant shift in Alliances and it may signify that CPQ (always an AMDs ally in the past) may not afford and willing to push AMDs product as hard. Having said that, there is a good chance that there will be other shift in alliances, and some of them may go in AMDs favor (like perhaps SUN/AMD Hammer). Given that, even Osha, Peck and Scoval think this can only help Intel, I am surprised to see so many of you on this thread having a hard time admitting (or understanding) that this would hurt AMD (what must help Intel must AMD, right ?). Maui.

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