Formerly About Advanced Micro Devices Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Paul Engel who wrote (68963)	8/16/1999 8:07:00 PM
From: Bill Jackson	Read Replies (1) of 1572910

Paul, Gateway is not so smart. I suspect that when the Athlon is a success and others are selling leading systems with Athlons and Gateway only has 600 Mhz P-III snails to sell, well the gateway will come calling and may well come up empty handed. IBM and Compaq know well the value of sustaining AMD at this time. This price war between AMD and Intel has wreaked huge collateral benefits to Compaq, Dell and indeed every system maker. Without AMD we would all be using 486 chips at 33 MHZ for $1000 each. Compaq and IBM as well as Dell count their blessings. I sueptc Dell is not on board due to chip limits. AMD could not make enought for all three high tier players to roll out entries. In fact the early rollouts may be smaller volume untis to test the waters and give AMD some sales. Yes Paul, they can see tje writing on the wall if AMD goes down...fewer dollars to their bottom line...more to intel's. Bill

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next