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Technology Stocks : Intel Corporation (INTC)

INTC 36.20

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Dec 26 9:30 AM EST

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To: Tony Viola who wrote (140799)	8/3/2001 4:45:25 PM
From: Jim McMannis	Read Replies (1) of 186894

Tony, RE:"I don't know about you, but a lot of the AMD backers thought a server from IBM or Compaq or both based on AMD SMP chips would be in the bag as soon as AMD came out with them." I didn't know but it appears we are in some kind of server contraction period coming off Y2K upgrades and large OEMs are tightening their belts. Therefore they don't have the need or guts to offer an alternative server line right now. Maybe they wouldn't have anyway but I don't think it's a reflection in AMD that the didn't offer AMD servers from introduction. Of course it would have been better if they did. Someone will pick it up though...maybe Gateway. Jim

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