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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: tejek who wrote (126906)10/26/2000 5:00:32 PM
From: Tony Viola  Read Replies (2) | Respond to of 1572942
 
Ted, >I don't think so...JDSU is coming in with a good report. Next time AMD goes down is when they burst the data storage bubble...probably in 2 weeks. ;~))


You mean when NTAP reports, Nov. 14? There are actually very few pure storage systems companies: EMC and NTAP probably are it. STK, but they haven't done well for years. Brocade, Emulex, Gadzoox, McData, and a few others just make the FO switches. Anyway, if they have to do it to storage to get it over with, bring it on. Then, can we start back up? I know there are the bears, like Brinker and chic, that see the Apocalypse coming, but I don't buy it.

Tony



To: tejek who wrote (126906)10/26/2000 5:47:23 PM
From: stribe30  Read Replies (1) | Respond to of 1572942
 
Hmm.. maybe not.. take a look at this:

Message 14669395

also.. take a look at jc's page of who will be speaking at the announcement.. NEC is there.. possible corporate pc signing?



To: tejek who wrote (126906)10/26/2000 7:57:39 PM
From: stribe30  Respond to of 1572942
 
Ted: I think you'll like this message: AMD confirms (indirectly.. hint hint) that JC's scoop and general particulars on the press conference is true

Message 14670383


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