Advanced Micro Devices Inc (AMD)

[sgolds]

Dan3, you make some good points about Sun's software and systems expertise. I do think they will make decent Opteron systems. Will they be able to sell them? I hope so.

However, Sun's decline has not been gradual, rather it has been very steep. To lose 50% of the marketshare in a one year period (documented in my last post) is very steep. Right now, the server business is dominated by IBM and HPQ, with everyone else bunched in back.

Among AMD longs here, there has been a lot of excitement over the Sun deal. As an AMD long myself, I have to call attention to the limitations in the Sun relationship. Everyone else is shouting about the advantages, so I don't need to repeat that part!

Sun is attempting a turnaround, and I wish them luck.