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Strategies & Market Trends : Steve's Channelling Thread
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To: Zeev Hed who wrote (26596)9/8/2001 8:38:51 AM
From: James Calladine  Read Replies (1) of 30051
 
AMD:

I think AMD has transformed itself substantially in the last several years, and has much more genuine strength than realized.

Both HP and CPQ have been AMD customers and I think that will continue. Does anyone want to see INTC the sole source?
DELL is an INTC house and probably that will continue.

AMD's 64 bit processors will probably surprise everybody.
I think they will have more prospect for market success than
INTC. For marketing reasons alone, I think 64 bit will become the high end of the desktop (within the framework of the same software). That is something INTC cannot offer.

IBM is spending close to a BILLION dollars to promote Linux in the server domain. I think this will support more Linux infrastructure building. More and more people want a genuine alternative to MSFT and IBM (and others) will give it to them. Even INTC is positioning itself to make sure it
will not lose out on this movement. AMD has really not been a participant in the server market, but this too is changing.

In all of this I see AMD as a strategic asset of some
consequence, and a definite takeover candidate.

Zeev, who do you suppose would be the right acquirer?
For me that's the harder question to answer.

Namaste!

Jim
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