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: that_crazy_doug who wrote (11024)	10/2/2000 12:55:37 PM
From: Charles R	Read Replies (1) of 275872

<Do you really think they'd have been better off with AMD as a supplier when hte k6,k6-2, and k6-3 were around? > I am saying it is unwise for companies to rely on one supplier for any component. In that context, yes, if I were an OEM, I would have given some business to AMD in the K6-2 K6-3 days. Not much, of course but enough to keep the other supplier honest. <I, apparantly, don't have nearly as much faith in preproduction leaked benchmarks as you do. > Who said anything about leaked benchmarks? I have been talking about low-IPC for Willamette before the chip was taped out. The longer the chip takes from getting to market, the less competitive it becomes. <If it comes out and it doesn't hold the performance crown then I'll definitely agree that Dell is making a bad move, but if it regains the performance crown they'll be rewarded for being the only intel faithful.> I disagree, 100%. Dell will almost always get a better deal from Intel if there is a second source. It may appear otherwise, in theory. Sometimes, short term events can make people think otherwise but single sourcing is a proven bad idea.

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