Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 259.65

+2.3%

Jan 23 3:59 PM EST

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To: Charles R who wrote (45299)	6/26/2001 8:38:11 PM
From: kapkan4u	Read Replies (1) of 275872

I view the Intel/Compaq deal as neutral for AMD. The negatives are the loss of Compaq as a server partner and the loss of Compaq FORTRAN future enhancements for Athlon. The positives are that Alpha disappearance means: 1. Less competition for x86-64. 2. Less likelihood that Intel's own x86-64 design will see the light of day. 3. More likelihood that some of Alpha designers will end up working for AMD. 4. More likelihood that MS will support x86-64. MS has always been terrified of the prospect of having only Itanic for Win64 OS. They continued to develop on Alpha even after Compaq pulled out of their part of the deal two years ago. Now the only alternative left is x86-64 Kap PS. I may also add that this is a totally brain dead move for Compaq which will hurt them immensely. I was looking to buy some Compaq cheap, before this. Not anymore.

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