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

To: tcmay who wrote (74700)	3/16/2002 4:01:57 PM
From: niceguy767	Respond to of 275872

tcmay: "Alternate theory: SuSE has not been a significant player in the Intel platform. Maybe in Europe, but not here in the U.S., where Red Hat and even Mandrake dominate. Also, not a significant force in workstations or "mainframes." A data point was provided by a friend of mine. She was tearing her out for a couple of weekends trying to successfully get SuSE to install properly on her laptop (a Sony, I believe). A friend of hers gave her Mandrake to try: it installed flawlessly and was intelligent (Mac like) in the way it automatically configured the WiFi cards and drivers that SuSE had been choking on. So, for her, and for several other of my friends, SuSE is way down on the list of Linux options." Knowing very little about SuSE, I appreciate your additional input. A couple of para.'s from the press release which captured my attention were the following: "SuSE's main rival, Raleigh N.C.-based Red Hat, is beta testing its own 64-bit version of Linux for mainframes. Red Hat spokeswoman Melissa London said the final version will be available in "the next two months or so" Looks like SuSE's facing the same N/A obstacle in Red Hat as AMD is facing in INTC... "Having an operating system that supports Hammer's 64-bit features is key to helping AMD gain support for the chip. It's a major divergence from the standard strategy AMD has pursued thus far: producing processors that speak the same language as Intel chips. Intel is going a different route to the world of 64-bit computing with its Itanium line of CPUs (central processing units)." Looks like AMD and SuSE may have concluded that the most viable pathway into the N/A market is via an alternative product to that provided by Red Hat and INTC... Gonna be interesting, come November '02, to measure the AMD/SuSE product offerings on a price/performance basis to those that are offered by the competition...I like what AMD did with Athy, I like what AMD did with DDR, I like what AMD has done and continues to do with HT...Based upon AMD's success with Athy, DDR and HT, I'm very excited about the prospects of the AMD's "holy grail" to be showcased before the close of FY02...Given the success of Athy, DDR and HT, the Hammer just might prove to live up to its "holy grail" status as described by JS...Athy, DDR and HT have already proven themselves well beyond the expectations of most in our midst...Just no reason to believe that hammer won't continue this successful AMD trend, and maybe, just maybe, hammer will prove to be the "showstopper" that JS implies when he refers to it as AMD's "holy grail"...