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


To: jcholewa who wrote (45147)6/25/2001 11:46:28 PM
From: kash johalRead Replies (5) | Respond to of 275872
 
JC and thread,

This CPQ/Intel news is terrible news IMHO.

CPQ is No 1 server guy - they are now solidly Intel-64.
HP is Itanium developer and so solidly with Intel -64.
Dell is fastest growing server guy - and solidly Intel -64.

Sun ain't gonna be using hammer's soon if ever.

IBM is pushing power PC in servers.

This leaves tier II/Tier III guys for Hammer.

Truly a terrible day for AMD longs.

And with Palomino not scaling well, coupled with muddled execution all around from AMD - I fail to see how AMD is positioned in anything except a very poor light.

Time to buy Intel methinks.

Kash