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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Mary Cluney who wrote (136422)	5/31/2001 12:37:23 PM
From: Tony Viola	Respond to of 186894

Mary, I see no reason why AMD can't succeed in the low-end WS or server market. In fact, I am kind of surprised they have not made significant inroads in the low-end already. Two things, although they are very closely related: 1. The big OEMs like to do one-stop shopping, i.e., get all their server CPU chips at one vendor, IF THEY CAN. In this case, they can. AMD's server chip offering brings nothing significant to the party. In fact, not having a low power version is a definite negative. 2. The OEMs are swamped just with development around all the Intel chips. Especially in this crummy tech environment with hiring freezes and layoffs, there are no cycles left to spend any serious time looking at anything new. Tony

To: Mary Cluney who wrote (136422)	5/31/2001 1:32:01 PM
From: Paul Engel	Respond to of 186894

Mary - re: "AMD, however, operate pretty much under the radar and get a pass on all kinds of sin. " Ain't that the truth. Take today as an example. The day after it was "revealed" that AMD would most likely NOT have any major OEM's announce AthWiper Servers at the AMD Server-Hoopla next week, there is essentially NO FOLLOW UP press reporting this failure - no articles whatsoever (other than a repeat of the original one on ZDNET). Had Intel suffered a major failure, every news site and TV news program would be headlining the failure, predicting Intel's immediate demise and impending filing for bankruptcy and liquidation. Paul