Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 208.28

+2.5%

11:59 AM EST

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To: Petz who wrote (18583)	11/10/2000 1:54:03 PM
From: Buckwheat	Read Replies (1) of 275872

Petz, I think Dell will get enough P4s over the next two quarters to continue keeping AMD out of the Dell picture. The question is what will the other builders get?!? I suspect that Dell will get all P4 production for the next 2 quarters, less 5 CPUs. One for CPQ, one for IBM, one for HWP, one for GTW, and one defective chip for MUEI. Buckwheat

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