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

To: Tony Viola who wrote (51300)	8/15/2001 6:27:18 PM
From: AK2004	Read Replies (1) \| Respond to of 275872

Tony I think you are way off here. It is good to have ibm on your side but the loss of ibm is not equivalent to the loss of the market. Regards -Albert

To: Tony Viola who wrote (51300)	8/15/2001 6:54:46 PM
From: TimF	Read Replies (1) \| Respond to of 275872

AMD relationships have come a long way this year, at least as perceived on this thread, from IBM being a near slam dunk to adopt AMD's MP solution to, well, who needed them anyway, for anything. Tony, I think only a handful of people though that they were a slam dunk for MP (although others were hopeful). Also I've only seen a couple of people post something that might be equivalent to "who needs them anyway". One or two others posted something on the lines of "they were not selling almost any Athlons in the US anyway so losing that is more a matter of bad PR then real lost sales". Tim

To: Tony Viola who wrote (51300)	8/16/2001 10:38:05 PM
From: Petz	Read Replies (1) \| Respond to of 275872

Tony, re:IBM - AMD relationships have come a long way this year, at least as perceived on this thread, from IBM being a near slam dunk to adopt AMD's MP solution to, well, who needed them anyway, for anything. IBM's PC division does everything half-ass. They announce using AMD chips, then put them in only a few Aptiva's. They adopt 1/3 of the DELL model, selling only on the internet, but farm out their production so they can't have a low inventory to sales ratio, and they don't increase their advertising to consumers. So how did they expect to sell PC's on the internet and by phone if no one every hears about them? Petz