Formerly About Advanced Micro Devices 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.

Politics : Formerly About Advanced Micro Devices

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: tejek who wrote (146219)	4/24/2002 5:14:43 PM
From: combjelly	Read Replies (1) of 1575183

"I think Carly's in trouble" Doesn't surprise me. It looks as if the HP management assumed that the deal would sail on through with little or no scrutiny. It didn't happen that way, so... So, as a result, both HP and Compaq will be out of the desktop market sooner than expected. Now is the time to start examining Who Will Fill The Vacuum. This should stop the earnings erosion at Dell for a little while, but the time is ripe for one or more companies to make an assault on the desktop market. Maybe this is AMD's big opportunity, because AMD's chips, especially the Hammers, are a good differentiator from Dell.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next