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To: Lizzie Tudor who wrote (177352)	4/2/2004 1:07:43 PM
From: Elmer Phud	Respond to of 186894

Lizzie - I'm a big opteron fan and AMD stock has significantly outperformed intel in this latest correction/recovery phase or whatever it is. Opteron looks great on paper but so far it appears to be a manufacturing nightmare. Great design, bad product. I don't see any signs of that changing any time soon. AMD's stock has done better than Intel in the short term but if you look back at the growth over the last 20 years you would see a big goose egg. Those that think Sun will survive are pinning their hopes on Linux. It doesn't look good though. SUNW can't hope to survive on their SPARC architecture so Flopteron is their last hope. I don't think they are going to survive because I think Flopteron chokes above 4-way.

To: Lizzie Tudor who wrote (177352)	4/5/2004 3:40:21 AM
From: Gordon Hodgson	Read Replies (1) \| Respond to of 186894

Lizzie, re: "Those that think Sun will survive are pinning their hopes on Linux. It doesn't look good though." I think this is going to be a very critical year for both Sun and AMD and in the next couple years one or both will be no more. Wouldn't surprise me if amd tries to sell out to some Asian company. Wonder how that would play in congress. A few years ago congress wouldn't even allow the export of powerful computers to certain countries. What a mess it would be if some Chinese company were to try and buy amd. Could congress stop the sale or would they? Or more likely will they stop it. lizzie, if you think of profits as water filling a bucket, then poor little amd could be singing..."I got a hole in my bucket." I'm impressed though that amd has hung in there this long and continues to hang in there.