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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.18-0.5%Dec 31 3:59 PM EST

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To: Road Walker who wrote (56282)9/25/2001 1:26:42 PM
From: Jim McMannisRead Replies (1) of 275872
 
RE:"when they had the upper hand one to two years ago, they should have been investing in building brand, end user demand. It's obvious that Gateway feels they don't lose much, if anything, in the way of sales or gross margin dollars by going all Intel. That means the consumer values Gateway's brand over AMD's brand."

You were right about Gateway going into OfficeMax being a failure before it was a failure. Look at what's happening to Gateway...
The have those stores...extra baggage.
They stop operations in several foreign countries.
There TV Ads have dropped off.
They drop AMD.

They are in big trouble...
They are trying to pull in the reigns but there is a real possibility they won't make it in time...

Jim
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