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

To: Tony Viola who wrote (138052)	6/25/2001 10:11:35 AM
From: Elmer	Respond to of 186894

What do you think of this? I think AMD just lost their best (only?) potential customer for Hammer. EP

To: Tony Viola who wrote (138052)	6/25/2001 10:33:15 AM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re: Compaq will consolidate its entire 64-bit family of servers... What do you think of this? The switchover to Merced family systems? It sounds almost exactly like what HP said they were going to have completed doing by last year. How did those slideware systems turn out? :-)

To: Tony Viola who wrote (138052)	6/25/2001 11:56:38 AM
From: Paul Engel	Respond to of 186894

Tony - Re: "AMD out in the cold again. What are they going to do with Hammer? Try to get it into desktop? Then it would need to be shoehorned into notebooks also. Looks like it won't be considered by their staunchest supporter in the past 5 years: Compaq. Hammer: DOA." The AMdroids have high hopes for the Hampster as a really KickAss Gamer machine ! Paul

To: Tony Viola who wrote (138052)	6/26/2001 2:01:35 AM
From: Amy J	Read Replies (2) \| Respond to of 186894

Hi Tony, Paul, John, Mary, and Thread, RE: "Compaq will consolidate its entire 64-bit family of servers onto the Itanium microprocessor architecture by 2004." Wow, this is absolutely fabulous news. What a great move by both Compaq and Intel. From Compaq's memo, it sure looks like Compaq is intending to focus more on the server market, or server solutions, than the consumer market where they said it was increasingly becoming a commodity market, which lead me to believe Compaq is somewhat ceding the consumer commodity market to Dell's expertise, in order to focus on Server solutions, which is Compaq's area of expertise. Boy, this is incredibly bad news for AMD. Compaq on the high-end exclusively with Intel Inside, and Dell in the consumer space with exclusively Intel Inside. Where does that leave AMD? Regards, Amy J