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

To: niceguy767 who wrote (25704)	1/18/2001 4:51:51 PM
From: milo_morai	Read Replies (2) \| Respond to of 275872

Sun Netra Linux Servers using AMD cpu's! public.wsj.com Jan 18,2001 Sun Microsystems Unveils Servers, Broadening Attack on PC Makers By David P. Hamilton Staff Reporter of The Wall Street Journal Sun Microsystems Inc. unveiled a set of new low-end computer servers and so-called server appliances as part of a broader attack on the lucrative personal-computer server market. The move by Sun, of Palo Alto, Calif., sets the stage for a fresh clash with PC makers such as Compaq Computer Corp. and Dell Computer Corp., whose servers typically use software from Microsoft Corp. and microprocessors from Intel Corp. Sun's servers, by contrast, have traditionally run Sun's own version of the Unix operating system on microprocessors that the company designs itself. Servers are the powerful computers that share files, manage networks and run e-mail, Web page and Internet-based data services. Server appliances are designed specifically to perform one server task simply and well. Compaq, Dell and other PC makers, as well as Intel and Microsoft themselves, are counting on bigger sales in the lucrative server market to help offset falling PC prices. The "Wintel" companies, as they are sometimes known, have long disparaged Sun for selling what they call high-price, proprietary systems, in contrast to PC-based "industry standard" servers. Sun, however, is striking back with two lines of products -- a set of low-end Unix-based servers named Netra, including Sun's first Unix server priced below $1,000, and a new group of server appliances. The appliance line uses the Linux operating system on Intel-compatible processors from Advanced Micro Devices Inc. and was developed by the former Cobalt Networks Inc., which Sun acquired last year. "We have an opportunity to go after a market in which we have been perceived to be on the defensive for the last several years," said John McFarlane, a Sun vice president in charge of network service-provider groups. "Anyone looking to retreat from the debacle in PCs by moving to servers should look out -- this market is ours to grow into." Write to David P. Hamilton at david.hamilton@wsj.com Sorry if I duplicated a previous posting. Milo

To: niceguy767 who wrote (25704)	1/18/2001 4:53:37 PM
From: Jim McMannis	Respond to of 275872

Microsoft is jumping like a spanked monkey...that's gotta help tommorrow...like MSFT or not. Met eranings and maybe get the DOJ off their back. Looks like the Bush effect is starting to kick in...LOL... When is the inauguration? Jim

To: niceguy767 who wrote (25704)	1/18/2001 5:04:55 PM
From: Neil Booth	Read Replies (2) \| Respond to of 275872

So much for 66% of INTC!! CLosed at over 68%!! Those shorts must be quaking in their boots. AMD has a huge short interest. It's float is less than 5% that of INTC, but short interest is about 70% of INTC !!! That's a lot of buyers coming into the market after a 22% rise. Now, that Japanese article reads as follows (clears throat): "AMD makes public this year's roadmap. 1.7GHz Athlon in the latter half of this year, with record results they are targeting 30% market share" [I should make clear this is talking about Japan, not the world. Also, the guy in the photo is the president of AMD Japan. I lived in Japan for a while, and can vouch that AMD is very popular out there]. "Stressed that 2000 was a year of continuing innovation for AMD having beaten Intel to 1GHz....Aiming for 30% market share in Japan...We're not slacking and will continue to use every effort...This year's results are record results for AMD after coming out of the red of the year before...Sealed a 17% world market share..." Anyway, you get the idea. 'Nuff translation from me.