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

To: fyodor_ who wrote (65273)	12/9/2001 11:50:13 AM
From: Dan3	Read Replies (2) \| Respond to of 275872

Re: How does AMD help them [Scott McNealy] crush Bill Gates? TI is falling behind as a foundry. SUN needs to partner with Motorola, IBM, AMD, or Intel. Otherwise SUN workstations and servers will fall too far behind in performance. IBM and Intel products compete too directly with SUN for any such partnership to be tenable. AMD's may not now, but will soon. I think Motorola would be the best FAB partner for SUN. If Motorola were producing both Power PC chips for Apple and Sparc chips for SUN they'd have a larger production base to spread their fixed costs over.