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To: Jules B. Garfunkel who wrote (177046)2/13/2004 3:46:25 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 186894
 
I don't think AMD is a big deal wrt Intel's stock price either. What Intel and Cisco and friends need is a high ASP, US based capex cycle. The durable goods numbers, as a whole have been a huge disappointment. Capex just isn't happening, or isn't happening to the degree that it needs to to get these companies to rally. Cisco in the same boat.

This kind of thing is really a mixed blessing imho,
Falling computer parts prices could boost Dell
biz.yahoo.com

The Dell numbers as a whole were on balance a positive for tech though.



To: Jules B. Garfunkel who wrote (177046)2/17/2004 2:23:46 PM
From: AK2004  Respond to of 186894
 
re: As for HP, they have to support AMD products because of some of the CPQ customers were sold AMD products before HP acquired CPQ.

that is a complete BS - Compaq was not selling Opterons before HP took over. Itanium was not exactly a cash cow for HP so they are going with an alternative....


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