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: Jim McMannis who wrote (81190)	11/27/1999 2:47:00 PM
From: tejek	Read Replies (1) of 1574096

RE <<<I suppose Dell looked at the latest sales figures showing Compaq soundly regaining the lead and started to figure it out...<G> >>> Jim, I find it hard to believe that intc's cumine production is so bad that it can not satisfy Dell's needs this quarter and that Dell is considering buying from AMD. I think this rumor is piggying back off the GTW rumor and sounds a bit off the wall. While AMD seemingly has improved its production abilities, I believe it will take several quarters of production stability before Dell would even consider AMD because of Dell's direct market approach to selling. Coining a phrase from Greenspan, this thread seems to be in danger of some "irrational exuberance" and "caution is advised". After all this is still AMD we are dealing with. ted

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next