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

To: Tony Viola who wrote (74971)	3/19/2002 3:18:51 PM
From: Pravin Kamdar	Read Replies (2) \| Respond to of 275872

Tony, Why Dell, and why if HP and Compaq do it? Perhaps it doesn't matter if the deal goes through, or not. HP designed the Mckinley, so they have a vested interest in the whole IA64 strategy. Compaq made a deal with the devil to only use IA64 in their future highend servers when they gave Intel their Alpha group. If they stayed separate, I think Compaq would still offer the Hammer in a lower end server line to have a differentiated product from HP. With them together, I think there will be a lot of pressure to only push IA64. In that case, it gives Dell the opportunity to offer the Hammer as a differentiated product. Europe is moving to Linux and loves AMD. They will adopt the Hammer in droves. It is no accident that Suse is a German company. I think Dell may try to pull a coup in Europe by being the first large OEM to supply European demand. Pravin.