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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.83+1.7%Jan 16 9:30 AM EST
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To: storm05 who wrote (155492)4/9/2005 1:44:57 PM
From: Smallpops7Read Replies (1) of 275872
 
Re -"They wait until a product reaches a certain market share level with a lot of potential and momentum for further growth, profitable growth for them" What is your take on Dells IPF offering?

Re -"For Opteron, considering that even OEMs that have an AMD business relationship won´t allow it to enter the mainstream server market, this level has certainly not been reached."
What do you think Sun is doing? Also why do you think HP recently just added blades and the new DL385?

Thanks,
Smallpops
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