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

To: combjelly who wrote (194623)	4/20/2006 7:17:32 PM
From: niceguy767	Respond to of 275872

"I've been assured by our authorities that is just a massive coincidence..." No doubt it has helped, but, vastly more important, imo, is the accelerating interest in Opteron by HPQ and SUNW. HPQ's and SUNW's endorsement has signaled to the rest of the univers that Opteron is "the goods". I'm thinking that enterprise Opteron/AMD purchases are now just entering the "growth" phase, and as much as INTC would like to have us believe otherwise, are likely to show exponential growth for the next couple of years. (AMD management apparently sees it the same way, hence the swift move to double capacity.)