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


To: hmaly who wrote (63117)11/8/2001 9:51:44 PM
From: Bill JacksonRespond to of 275872
 
hmaly, It looks like Intel is losing at the grass roots and as that grows Intel will become increasingly issssolated and dependent on Dell, as the HP/IBM/CPQ triad weakens and the SD shops and white box makers increase dramatically.
In fact it looks like AMD will nto be able to supply the demand . ASP going uuuuup?

Bill