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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.03-0.4%12:36 PM EST

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To: Dan3 who wrote (49984)8/6/2001 2:27:50 AM
From: dale_laroyRead Replies (1) of 275872
 
>This time AMD is moving on all segments at once, desktop, mobile, and workstation/sever, and Intel is cornered by its $6+ Billion per quarter costs.<

AMD's impact on the server (large cache Xeon) market will be negligible. However, the recession in this market will accomplish what AMD's offerings can not, with regards to Intel's ability to subsidize desktop (and mobile) price cuts with server margins.
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