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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 236.73-6.1%Jan 30 9:30 AM EST

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To: dougSF30 who wrote (217605)11/25/2006 12:22:16 AM
From: muzosiRead Replies (1) of 275872
 
But that must have been your mistake, no?

no. maybe I made it a bigger deal thank it was worth but the point was that I remember the days when people thought AMD could never get an SMP x86 to work, didn't have any credible notebook or server chip, it was a puny x86 desktop cpu company which was completely at the whim of intel in terms of isa, pricing etc. times have changed; now it can compete in all three x86 domains credibly and add value to system architecture. granted cmw is a nice architecture but i think it's wrong to assume that things are back to normal and dell either has made a mistake or will drop amd like a hot potato soon etc. i don't think this new world order so to speak has been factored in yet.
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