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Strategies & Market Trends : The New Economy and its Winners

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To: Bill Harmond who wrote (17842)	8/18/2003 2:47:11 PM
From: Lizzie Tudor	Read Replies (1) of 57684

have you done any fundamental research on this company dot hill? I took a brief glance and couldn't find much. It looked like they were a storage OEM for sun and maybe somebody else? Where is the value in that? On a fundamental basis the company is cheap however. BTW Barrons piece this weekend on that opteron chip from AMD which is supposed to transform the company, not sure if it can, but this chip is supposed to be head and shoulders above the Itanium that intel has been trying to build for years. We know there is a linux push in large corps and if Opteron becomes the perferred platform maybe AMD can really do something from a stock standpoint? Nah

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