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

To: THE WATSONYOUTH who wrote (71020)	2/7/2002 10:56:12 PM
From: Dan3	Read Replies (2) \| Respond to of 275872

Re: I don't think so either. In my opinion, Intel will cut them a deal that AMD can't match Yes, Intel will probably pay SUN hundreds, if not thousands, of dollars per box, to accept Intel chips. It might be in the form of advertising or other cash substitutes, but the payment would be made. Whereas AMD would charge SUN for the parts.

To: THE WATSONYOUTH who wrote (71020)	2/8/2002 1:02:08 AM
From: Joe NYC	Respond to of 275872

TWY, I don't think so either. In my opinion, Intel will cut them a deal that AMD can't match. If SUN goes with AMD it will be because McNealy just doesn't want Intel. Sun has has a lot of reasons not to do anything that would help Intel, since Intel is in the biggest competitor of Sun, probably more serious than IBM. On the other hand, if Sun does go with AMD, it will be positive, but Sun name is not what it used to be just 2 years ago. I don't know how many units it would involve, probably not many. The benefit for AMD would be mainly the endorsement, and if dual system is involved, it would be a very significant endorsement, even somewhat diminished effect of Sun name. Joe