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 9:30 AM EST

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To: Charles R who wrote (10857)	9/30/2000 9:47:59 AM
From: that_crazy_doug	Read Replies (2) of 275872

<< 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. >> Depends a lot on what the right decision is. If P4 turns out to be the greatest thing since sliced bread (when it eventually comes out) He's made the right decision. He'll be the only Intel loyal left, and he'll get lion's share of the slow quantity shipments of p4s. If AMD still is sitting in the driver's seat, then he made the wrong decision. (IMO the decision to remain single source has likely already been made)

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