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: Petz who wrote (9348)	9/20/2000 11:30:39 AM
From: Daniel Schuh	Respond to of 275872

Petz, true enough. For moving into servers, Sun makes sense, as they have a relatively dominant position now, compared to any hypothetical presence AMD might gain in the future. And buying AMD would give them a path out of the apparent UltraSparc quagmire. I think AMD has better prospects independently, though. Apple, I don't like much. Very nichey, people are saying 6million boxes a year? And if they moved to x86, what distinguishes them from much cheaper commodity PC hardware? I think there's a reason that the semi houses have stayed pretty strictly segregated from the computer makers, modulo IBM of course. Sun and Apple certainly have the resources to stage a takeover attempt if they wanted to, though. Cheers, Dan.