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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 239.95-6.3%3:15 PM EST

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To: DRBES who wrote (40544)5/19/2001 12:58:57 PM
From: Dan3Read Replies (1) of 275872
 
Re: PLEASE, PLEASE DO COMMENT !!!! [about Dell and Athlon4]

Everything you posted made sense, but I think Dell would be losing money if it had to compete without the subsidized prices and extra engineering support given to it by Intel - and Dell knows it. Dell can sit by quietly while everyone squawks about what a big deal it would be if Dell started using any AMD parts, and hope for its present sweet deal to become even sweeter.

But I continue to expect that there will not be an Athlon notebook from Dell this year.

I'd love to be wrong, but I think I'll stand by my "when pigs fly" post.

:-)

Regards,

Dan
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