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Politics : Formerly About Advanced Micro Devices

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To: Y. Samuel Arai who wrote (85272)1/5/2000 6:56:00 PM
From: Scot  Read Replies (2) of 1571891
 
I think the only pressure that will bring Dell around is economic pressure. Only if they perceive that not using AMD chips is going to hurt them in the pocketbook, will they begin using AMD CPUs. Even if they perceive this, they may not do it until it actually does hurt them 1st (ala Gateway).

Yes, but one has to wonder if this isn't the time? The continuing Rambus fiasco must have hurt, and with the recent insider selling....we may not have long to wait to find out.

I agree, however, that Dell remains an unlikely partner, even in the face of GTW's warning. How much was the value of the shortfall anyway? 20M?

-Scot
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