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

To: tejek who wrote (64767)	12/1/2001 10:14:18 PM
From: niceguy767	Respond to of 275872

tejek: "But then I saw GTW's new commercials with T. Waite and the stupid *ss cow. And now I am sure Intel had nothing to do with it.....Mr. Smartguy CEO did it all on his own. <g>" I somehow doubt it...Lots of demand for AMD in US/CDA but channels of distribution have dried up...Our organization is looking at AMD and was 90% there until IBM and GTW channels closed down...Still loooking at AMD but a much steeper climb now that channels collapsed...I'd have to think that if our organization is taking a hard look at AMD, so too are many other N/A organizations...The timing of the collapse of the distribution channels is fortuitous for INTC...and probably, for the moment, staved off huge INTC slippage...AMD's product lineup is just too strong to keep out of the N/A markets for any extended period...Any OEM offering AMD will have a distinct competitive advantage once the economy stabilizes/strngthens...