Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Joey Smith who wrote (53785)	3/31/1999 5:32:00 PM
From: Yougang Xiao	Read Replies (2) of 1572729

Joey, Watch your word carefully: You said: << actually IBM is a better example. Their consumer PC line is LOSING money. Both Cpq and IBM are trying to save a few bucks in the consumer space by going with AMD chips....not much value-add.>> The fact of the matter is that big blue's entire pc division lost money. Below is the quote directly from news.com story: "In the company's recently posted annual report for 1998, Gerstner had a new, very strong reason to exclaim the demise of the PC. Last year Big Blue's personal systems division, which makes desktops and servers, suffered a $992 million loss largely due to price competition." news.com you may also read LG's commnets to understand what he really mean by saying "PC Era Is Over" at ibm.com <<If you look at when CPQ started using AMD chips in their PC line (mid 1997 i believe) their stock has done nothing!!! Lower PC ASPs and they're foolish purchase of DEC has made CPQ dead money for some time now. I think Pfeffer hates Intel as much as Sanders and the results (stock appreciation) show it>>. I really enjoy your following reasoning: If you use AMD chips, your stock will suffer. If you hate Intel, your stock will suffer too. Oh, by the way, CPQ did not use AMD chip until October, 97.

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