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

To: andreas_wonisch who wrote (51149)	8/15/2001 9:00:16 AM
From: Charles Gryba	Respond to of 275872

Andreas, this guy is a genius. IBM's desktops are mainly retail now, if that. What's IBM's position in the corporate desktop market? Not even in the top 20 I bet. He is right about the image though, IBM's brand still carries some weight even though very few customers are buying their PC's. Constantine

To: andreas_wonisch who wrote (51149)	8/15/2001 9:00:22 AM
From: niceguy767	Read Replies (2) \| Respond to of 275872

andreas: "Losing business-oriented IBM reinforces the belief that AMD machines will never be popular among corporations." We're talking about the North American base here...INTC needs to keep AMD out of the N/A corporation to stall AMD's rather remarkable market share advance over the past 2 years...Dell and IBM are 2 doorways to that market...The skeptical in me is asking: is the AMD threat to INTC so great that INTC/IBM have found it necessary to concoct a pact to protect the status quo of the N/A corporate market? Is this INTC's last remaining trump card?