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

To: Mani1 who wrote (51121)	8/14/2001 10:52:24 PM
From: milo_morai	Respond to of 275872

Nice to see some new ASUS boards asus.com Asus nForce in Q3 off front page.

To: Mani1 who wrote (51121)	8/14/2001 11:17:41 PM
From: milo_morai	Read Replies (1) \| Respond to of 275872

Scovel of Needham still somewhat bullish on AMD on24.com

To: Mani1 who wrote (51121)	8/15/2001 12:16:47 AM
From: Yousef	Read Replies (1) \| Respond to of 275872

Mani, Re: "Lack of demand? I think there is a lot of inventory out there and the back to school season is turning out to be a bust." The demand picture just got "dimmer". Why did IBM "jetison" AMD ? <ggg> Looks like OEM's are being pressure on their cost structure. They can't afford to support two different processors. Other OEM's to follow. " IBM spokesman Ray Gorman said that Big Blue made the decision to simplify its product line in a move to keep down costs. "The majority of our customers are business customers, and they prefer to go with the Intel platform. With razor-thin margins, it doesn' t make sense for us to continue to invest in two separate chip platforms," he said." Make It So, Yousef