Intel Corporation (INTC) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC)

INTC 36.91

-1.1%

Dec 31 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Tony Viola who wrote (140970)	8/6/2001 3:58:02 PM
From: Jim McMannis	Read Replies (1) of 186894

RE:"OK, where's the Compaq or IBM design win AMD was going to get when their SMP solution finally came out? AMD backers (were you one?) were assuring themselves that one of them, or the other, was in the bag. It is a waste of money for AMD so far. And, where's the blade or the brick chip from AMD?" I believe I already responded to this but surely it's a dissappointment that Compaq and IBM haven't offered an AMD solution. Particularly Compaq since IBM will s$rew ya real quick. OTOH, is this contracting server market. (Y2K boom, now bust) it's somewhat understandable that large OEMs are reluctant to add a new server line, w/support. Safer to stand pat until the storm passes... Timing is everything. Had AMD had SMP chips going into Y2K upgrade cycle things might have been different. Now they will just have to enter slowly. Companies often make mistakes but if AMD wants to get some of the serious gravy they need SMP. Otherwise they should just fold up shop. Intel has been know to burn some cash too...Timna, Rambus, Chips and Technology, investments...etc. Jim

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next