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

To: niceguy767 who wrote (9282)	9/19/2000 8:46:04 PM
From: Maverick	Read Replies (1) \| Respond to of 275872

Does Transmeta Need AMD? smartmoney.com

To: niceguy767 who wrote (9282)	9/19/2000 9:00:40 PM
From: steve harris	Read Replies (1) \| Respond to of 275872

Niceguy, reading the news, can't help but think, AMD FLASH for CSCO and AMD CPUs for SUNW, 'Supplier of the Year' from Nortel Networks, (100% defect free) AMD doing it's share to "build out" the internet! Intel? "they sell cameras or something don't they?" (Sun's CEO) from ajbrenner. steve

To: niceguy767 who wrote (9282)	9/19/2000 9:01:46 PM
From: Pravin Kamdar	Read Replies (1) \| Respond to of 275872

Niceguy, SUN has a much larger sales/marketing/distribution machine than Cobalt had. They will be able to quickly ramp up Raq system sales. AMD is stopping orders of K6-2 on October 1st. All the Raq systems that SUN will sell are going to use Duron, Athlon, Palomino, Morgan, Mustang, and Sledgehammer processors until (and if) the lines are eventually shifted over to SPARC. I think that SPARC will eventually creep into the Cobalt product lines, but if they do not continue to use x86, they will just end up facing the same competition form a startup Cobalt replacement. I can hear McNealy saying, "Louie (Jerry), I think this is the beginning of a beautiful friendship." Pravin.