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

To: Tony Viola who wrote (75188)	3/21/2002 6:20:20 PM
From: Jim McMannis	Respond to of 275872

RE:"1. Why break up a winning combination." Compaq hasn't been winning much lately... RE:"Development cost." More like no money for development..... RE:"Server customers not cofortable with AMD." I find this to be true in many cases...old habits die hard amd some had bad luck with K6s... Jim

To: Tony Viola who wrote (75188)	3/21/2002 6:35:03 PM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

Tony, 1. Why break up a winning combination. Adding something does not mean breaking something that is already in place. 2. Development cost. Compaq sunk millions into Itanium, so it looks like they are willing to evaluate and develop experimental systems. 3. Server customers not comfortable with AMD. That's not what Petz reported that he saw in Linux journals. A lot of those guys are advertising dual Athlon rack based servers. It looks like there is a market for AMD based servers, and some customers are comfortable with AMD. It looks like AMD has found a small niche with these white box (or white rack) vendors, and these vendors have been doing very well against the big guys. Joe