Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.11

+3.9%

Nov 26 3:59 PM EST

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To: Bill Jackson who wrote (63376)	11/11/2001 12:42:21 AM
From: milan0	Read Replies (1) of 275872

Bill re:"Now a shift to white boxers indicates that the cost advantages that the major OEMs had iin the past are being eroded and a levelling is setting in." Agreed; however, I am not discussing costs but channel types. What I am saying is that maybe big business is shunning the P4 and that would also explain the greater proportion of Intel CPUs by white-boxers vs OEMs. Mike.

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