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

To: kapkan4u who wrote (80692)	5/25/2002 5:03:14 AM
From: Dan3	Respond to of 275872

Re: Now IBM canned McKinley NUMA too. This doesn't look good for McItanic. Darn. Rambus and copper took AMD from 12% of the market to 22% - if Intel will stick to its guns, then Itanium and SOI can take AMD to 50% of the market. IBM seems to be bailing on Itanic sooner than it did on Rambus (remember when IBM micro was pushing Rambus chips?) - but that doesn't necessarily mean Intel learned anything from its mistakes.