Advanced Micro Devices Inc (AMD)

[mmoy]

As much as I hate to say it, I think that HPQ's move here is
correct. Linux is gaining momentum and it appears that HPQ
doesn't want to spend the money on its own Unix variants.

Kind of a shame as I know some folks there (or that used to
be there anyways). I'll have to ask some of the old folks
when I see them on the tennis court.

HPQ not embracing Opteron more strongly is not a good move
in my opinion for HPQ. But I'm sure that there are all kinds
of internal product conflicts at HPQ.

Keep an eye on VMS too.