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Technology Stocks : Intel Corporation (INTC)
INTC 36.15-0.6%Dec 24 12:59 PM EST

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To: Jim McMannis who wrote (142065)8/21/2001 12:25:19 AM
From: Tony Viola  Read Replies (1) of 186894
 
AMD enthusiast extraordinaire for a long time on the Raging Bull AMD thread sounds like he's about throwing in the towel. I think he works for a pretty good sized white box maker.

By: sdwalks $$$$
Reply To: 83388 by comb_jelly $$$$ Monday, 20 Aug 2001 at 7:51 PM EDT
Post # of 83447

comb_jelly, If we haven't improved by year end, we're done

I actually think that we're done anyway. We can't compete with DELL and I'm beginning to hate the sight of their catalogue. If we go the all Intel route, we will just burn off what money is left before we declare bankruptsy.

I think that AMD is going to be sold and assembled through the small screwdriver shops.

The good news today was nForce seems to be out of NDA as far as nVidia is concerned. There are pictures up at m3dzone.com and Anandtech is doing benchmarks for this weekend. anandtech.com

It looks like nVidia is trying to create market/encourage production of motherboards. Or this could be a time filler to maintain interest in nForce while problems are resolved. Can't be sure, because there are so many conflicting stories. For sure, I'll be looking at what Anandtech comes up with.

With no corporate success in AMD solutions, we lose money on each corporate system we build with P4. Meet DELL's price, lose money, die slowly. Don't meet DELL's price, don't get order, die fast. This extends to Athlon/Duron comparison systems also. What we needed was a chipset that performed and a supply of CPUs to put on it.

We can't do anything with overtime, holidays, consumption of supplies. Already did all that.

Oh well, we're certainly not alone. Egghead bit it last week, Gateway is close to being done, Compaq/HP won't look the same next year.
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