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: Tony Viola who wrote (26408)	1/25/2001 6:51:17 PM
From: maui_dude	Read Replies (1) \| Respond to of 275872

Tony, Re : "Would Cobalt really be stupid enough to release a 300 or a 450 MHz processor in a new product right now?" From a technical standpoint, it doesn't make sense for SUN/Cobalt to use AMD products at this point in time. From an alliance standpoint, it does. Keeping AMD processor active in the server world has very little downside for SUN (in low volume at the very low-end cheap). For Intel, this is a good, inevitable break into SUNs world. things will only keep improving in the server space as they move up the server food chain. I do wonder if Intels relationship with the Compaqs, Dells, IBMs, HPs would be adversely affected as a result of this deal. But, as this point in time, there aren't too many options for them. BTW, any idea, if/when SUN will make an official announcement about these cobalt servers ? Maui.