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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Pravin Kamdar who wrote (9262)	9/19/2000 7:53:24 PM
From: ptanner	Respond to of 275872

Pravin, Re: "We like AMD. The enemy of our enemy is our friend" While this is a very positive statement, a couple paragraphs down in the same article: However, in the long term, Sun expects to move Cobalt's products over to Sun's UltraSparc CPUs and its Solaris operating system, Schwartz said. I hope Sun changes its mind on this "expectation." -PT

To: Pravin Kamdar who wrote (9262)	9/19/2000 7:57:10 PM
From: Pravin Kamdar	Read Replies (4) \| Respond to of 275872

Maverick, Of all of Cobalt's products, Schwartz said, Sun in most interested in the Raq computers for hosting Web sites. These systems use AMD processors. SUN will aggressively move into this market. I would guess that they will soon upgrade with Athlon and Mustang processors. I saw the head of Cobalt on CNBC this afternoon. He said that he will be in charge of the network appliance side of SUN's business, and that product will extend up to "enterprise level" appliances. Even though SUN says that their long term goal is to migrate the cobalt systems to SPARC, I have to believe that Sledgehammer will be used by SUN in their enterprise appliance line. This could be the beginning of a hugely positive development for AMD. Pravin.