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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 263.16+3.7%10:04 AM EST
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To: Epinephrine who wrote (40044)5/15/2001 8:30:14 PM
From: dale_laroyRead Replies (1) of 275872
 
>Just the implication that it would be possible that Dell would "design Intel out" in order to make room for AMD erodes his credibility in my mind.<

They might design Intel out of a particular product line, but it is also possible that AMD can supply all the mobile parts Dell needs to completely replace Intel's parts, and Dell is using the threat of a complete design out because Intel is not responding to the normal threats.
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