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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 208.44+8.3%Feb 6 9:30 AM EST

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To: kapkan4u who wrote (51195)8/15/2001 12:26:54 PM
From: bacchus_iiRead Replies (2) of 275872
 
RE:"The clear danger as perceived by WS is that IBM was just the beginning. GTW and HWP may follow because of a very bad PC environment and Dell forcing everybody to cut costs at all costs. "

It may hurt tier one OEM. They have to take care. They only represent 40% of the market and in a difficult time, business are more diligent to find a cheaper solution, helping smaller actors.

Gottfried
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