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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 249.66+7.6%3:59 PM EST

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To: Epinephrine who wrote (40154)5/16/2001 9:10:33 AM
From: EpinephrineRead Replies (1) of 275872
 
Niceguy,

You mentioned idealogical convictions, historically it has been Dell who has shown idealogical convictions in regard to AMD. Convictions against AMD to be specific. As I conceded to Bill, at some point if AMD continues to make progress Dell will cave in but do you think that a 20-25% consumer market share and a tricky zippy new laptop chip (which isn't even in a mobile form factor yet) is enough to make Dell cast aside his previous convictions? Maybe so, as I have said I certainly don't know, but he certainly has been blunt about his statements in the past.

Epinephrine
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