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

To: Joe NYC who wrote (63593)	11/13/2001 2:31:42 PM
From: maui_dude	Read Replies (2) \| Respond to of 275872

Joe, you may very well be right. For a very different reason, Itanium is already a huge success for Intel from a furure revenue growth standpoint. It has already put away SGI, CPQ-Alpha and (alomst) PA-RISC processor designs. IBM doesn't seem very focussed on its processor like it once was and I wonder how long SUNW can keep pumping money into their processor design. Which leaves only AMD as a viable competitor as a processor company. Even if Itanium turns out to be a headfake, it may have done its jobs in terms of helping Intels future bottom line. Maui.