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

To: g_w_north who wrote (59732)	10/23/2001 1:40:48 PM
From: bacchus_ii	Respond to of 275872

RE"What has me curious are the amount of consumers that are shying away from the top tier OEMs in the desktop market. If IBM, HP/Compaq and other top tier OEMs don't support the Hammer line, would some businesses (obviously starting with small to midsize businesses) go the same way as the consumer and shy away from top tier OEMs on server purchases? Obviously AMD could make an attractive top to bottom solution. That's what I think since 5 or 6 months ago. Big OEM shoot themselves in the foot by not going the way customer want. Dell phenomena mislead them. My bet is that AMD has read correctly the situation and adapt itself accordingly. Gottfried

To: g_w_north who wrote (59732)	10/23/2001 2:11:04 PM
From: Tony Viola	Read Replies (1) \| Respond to of 275872

What has me curious are the amount of consumers that are shying away from the top tier OEMs in the desktop market. Are they? Seems to me that the "all other" group of PC makers has always had a little over 50% of the market, as now. Going forward, how can any new PC buyer pass up the big OEMs' $699 to $999 PCs with > 1 GHz, 128 or more MB, 20 or more GB, etc.? Repeating myself, I've had all kinds of nagging problems with small shops PCs, very few with the big vendors. Guy named SGolds over on Raging Bull AMD, who really knows the small vendor PC market, and PCs and micros overall, says the little guy is screwed. Finally, I see small PC shops going belly up all over Silicon Valley. Tony