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: Bob Kim who wrote (140189)	7/26/2001 12:55:18 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Bob - Re: "Guess who made the following comment less than two weeks ago." Some dipstick analyst is my guess - so please tell me who it was. Paul

To: Bob Kim who wrote (140189)	7/26/2001 5:51:01 PM
From: TimF	Respond to of 186894

Cutting expenses might make sense for AMD considering their decline in profits and possible loss next Q, but giving up on notebooks would be a bad idea. That would probably ensure losses. The benefits of AMD's attempts to move in to the low end server market are less certain. Server buyers are very conservative so if the attempt is costing AMD an arm and a leg it might not make sense but otherwise it does, esp since they have allready spent the R&D money for the Athlon MP, and the Hammer series is crucial to their desktop plans as well as the server plans. Tim