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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: robert b furman who wrote (7312)	9/26/2003 4:26:10 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 25522

no argument with you about employment, I live in the weakest employment market SV, and Intel is here. Also AMD is a money losing company, I understand that. But Linux is catching on and Itanium is "a donkey". Much of the new PC market is actually offshore workers hired for US companies (and other companies) and my experience is that msft is not a necessity in these mkts, Linux is really catching on. AMD can be a big winner in a global recovery running rhat or Suse. Regardless of the viability of AMD, wintel seems a little stagnant to me. Reminds me of IBM circa 1990. At least AMD knows how to generate some buzz, maybe that is all Sun and oracle are reacting too.

To: robert b furman who wrote (7312)	9/26/2003 5:31:56 PM
From: willcousa	Read Replies (1) \| Respond to of 25522

I was in Sam's Club the other day and they were selling Athlon athletic socks. NO JOKE

To: robert b furman who wrote (7312)	9/26/2003 6:37:38 PM
From: brushwud	Read Replies (2) \| Respond to of 25522

The workers in Austin are unemployed and the real estate market has gone from hot to cold. The [AMD] had an Athlon plant there I think. AMD used to build Athlons in their Fab 25 in Austin using aluminum interconnect. Now all Athlons (including the new Athlon 64) are manufactured at AMDs Fab 30 in Dresden, Germany using copper interconnect. Fab 25 continues to operate, producing flash memory for AMD's Spansion subsidiary. In terms of unemployed real estate in Austin, the most famous example is Intel's half-finished edifice, universally derided as an eyesore for years, which they have apparently sold to the government to be demolished and replaced by a new federal courthouse.