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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.80

+1.7%

Jan 16 3:59 PM EST

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To: dougSF30 who wrote (40006)	5/15/2001 7:00:33 PM
From: Epinephrine	Read Replies (2) of 275872

RE:<Dell doesn't need to maintain credibility, but they do need to make their numbers. If too-LATE-in is too late, they need to do something, unless they want to lose share or profits to Compaq and HP.> Doug, You can make whatever case you want for Dell needing A4 if Tualatin is late but niceguy specifically said (without qualifying in regards to Tualatin) that Dell needed A4 to maintain credibility in the corporate mobile world. All I can say is ROTLMAO, given that no oem has any corporate Athlon offerings at all, let alone mobile ones, does that statement make any sense to you? <A big if. But isn't this thread about wild speculation, anyhow? I suppose insightful analysis of public data has its place too, but too much analysis and not enough speculation make SI a dull read. :)> Ok, sure have fun with it, but allow me to laugh along with the fun, hahahaha. :) Epinephrine

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