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

To: Paul Engel who wrote (45198)	6/26/2001 12:25:53 PM
From: niceguy767	Respond to of 275872

Paul: "So what has AMD provided in the server space - cheap prices? And where are their customers - besides Cracker-Jack-In-The-Boxx ?" As mentioned, Paul, AMD is currently taking market share away from INTC at an alarming rate it would seem in both the consumer and mobile spaces...Looks like INTC is taking whatever steps it can to protect the next AMD onslaught to take place over the next couple of years in the server/workstation space...Just as 2 years ago, AMD had no adequate response to P3 in the top end, but now has the superior offering in the top end with its Athy...and just as 'til a month ago AMD had no real presence in the mobile space but now has the superior offering in this space...it might not be out of the realm of possibility that within 1 year, AMD'll be offering a superior range of products across the server/workstation space as well... If INTC continues to flounder with its P4, INTC is going to see a whole lot of red over the next while...unless they can somehow shore up the server space to hide the fundamental problems befuddling the P4!!!