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

To: milo_morai who wrote (45141)6/25/2001 9:38:10 PM
From: Bill JacksonRead Replies (1) | Respond to of 275872
 
Milo, That more or less jibes with how I feel. AMD can get or already has whatever it wants from the alpha arena and now has to make it's own way in server space with whatever innovations come down the pipe.

This also leads Compaq into a unique vulnerability if Intel screws the pooch again and fails to deliver. Now I am sure the Intel had to do a show and tell at great depth to allay those suspicions.
In addition the alpha platform was snake bit and doomed to die anyway, so why not a quick death and the widow finds and new boy to dance with.

Bill



To: milo_morai who wrote (45141)6/26/2001 1:43:10 AM
From: Paul EngelRespond to of 275872
 
Re: ""Today's announcement doesn't change a lot for AMD," said Joe Osha of Merrill Lynch & Co. "Their prospects in the high-end server market were not exciting anyway."

Hear that, Milo ?

Osha Joe is giving AMD up-for-dead in high end servers.

Those Hamsters will make some real KickAss gaming machines, though !!


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