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Technology Stocks : Dell Technologies Inc.

DELL 137.79

+3.1%

2:46 PM EST

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To: Meathead who wrote (161796)	10/5/2000 8:19:49 PM
From: Bill Jackson	Read Replies (1) of 176387

Meathead, AMD has a good product line, just not enough to supply Dell as well as the others who showed good faith by buying AMD early. Now dell cannot get AMD parts if it wanted to as there are not enough to go around, so dell is starved for fast parts. It cannot get either AMD or Intel fast parts. Dell has a sea of slower intel parts....good luck....that act will get real tired by christmas. AMD is expanding chip set offerings through alliances with chip set makers as well as their own chip sets, but the ramp takes time as confidence needs to build at both ends to make it work. No I am afraid dell has made it's own bed and now must lie in it and watch others eat it's share, esp in Europe. Bill

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