Advanced Micro Devices Inc (AMD)

[Elmer Phud]

YB -

Sun is still bigger than Dell in Q2 this year, third after IBM and Q.

The thing is though that Sun is in a death spiral and they aren't going to get out of it without a major change in their business model. SPARC isn't going to keep up with either Intel or AMD. Sun needs to cut their losses and pick one or the other. Going with AMD would offer a more unique solution rather than going with Intel where they'd be one of many.