Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Daniel Schuh who wrote (9286)	9/19/2000 9:14:06 PM
From: ajbrenner	Respond to of 275872

Re:"I wouldn't say that I didn't think much of the announcement" Dan, All I was trying to say is that there does seem to be just a little more open mindedness wrt to where this deal could lead by some of tonight's posters. In any event if you have the time listen to the call. The two principals involved seem to be genuinely enthused by their prospects. It could be the start of something big or it may be just another false start. ajb

To: Daniel Schuh who wrote (9286)	9/20/2000 2:25:42 AM
From: Goutam	Read Replies (1) \| Respond to of 275872

Dan, re: < And I fear that Sun buying Cobalt makes it less likely for Cobalt to move up to larger scale servers.> I agree with you that cobalt is not likely to move up to larger scale servers. I believe Sun bought cobalt to get into low end Internet servers and storage segment. I see a possibility of Durons, and/or ultrasparc(embedded version) replacing AMD K6x in the Cobalt products that use AMD K6-2s. <But after looking up Cobalt's current products, I think projecting it as the vehicle for launching sledgehammer into the server space is a bit, uh, euphoric. > I agree. goutama