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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.94+0.1%Jan 20 3:59 PM EST

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To: maui_dude who wrote (45312)6/27/2001 9:20:40 AM
From: that_crazy_dougRead Replies (2) of 275872
 
<< 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 ?). >>

Sure it could hurt AMD, but people are blowing this way out of proportion IMO. So as it looks right now, AMD may not crack the enterprise sector with Compaq 2-3 years from now.

Did anyone expect this? Did you really expect AMD to start getting enterprise wins in 2 years? They haven't even broken into the small server market, or commercial workstation market, but people on this thread expected them to be cracking the enterprise market in 2 years. Perhaps my expectations were just way too low.
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