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

To: combjelly who wrote (65356)	12/10/2001 3:42:25 PM
From: Jim McMannis	Respond to of 275872

RE:"At this stage of the game, if the merger doesn't happen, Compaq likely dies" I don't think so myself BUT RE:"And for those that still bought from Compaq, the uncertainty would have caused some, if not most, to put into place plans to migrate away from Compaq." Yes they went down a one way path rather than use drastic/better measures... RE:"Actually, AMD very well might benefit from that. The barrier to entry in PCs is low, so a vacuum like that would draw new players into the market. And new players mean new opportunities." Said that before...especially if we get a wash out...low cost/better marketing boxmakers will get a foothold. Actually, as John said, Systemax is making inroads. Also Alienware.... Jim