Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 203.14

-0.8%

Jan 9 3:59 PM EST

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To: EricRR who wrote (10834)	9/30/2000 12:10:08 AM
From: Charles R	Read Replies (1) of 275872

Eric, <More Dell and AMD rumors: This guy is close to Taiwanese motherboard companies:> It is a safe bet that Dell and AMD are in furious talks as we discuss this topic. However, I wonder if Intel dragged its customers too far into the season to make a cut-over to the competitor. (In that sense Willamette may have been very successful so far) Unless Dell has been already evaluating AMD chips for the last month or so, there is no way they can do their own boxes before Christmas (Dell could resort to some other OEM/ODM though but I don't think that is typical Dell operating model on PCs). I really wonder if Michael was able to pull his head out of sand in time to make the right decision. Chuck

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