Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.90

-0.1%

Dec 26 3:59 PM EST

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To: milan0 who wrote (63846)	11/16/2001 4:21:00 PM
From: fyodor_	Read Replies (1) of 275872

Langlois: Wow! Fact: Dell's grasp of the markets is more accurate than yours<g>. I won't argue further on that one! I'd have to say I agree with maui_dude on this one. Why would Dell have any appreciable insight into a) the white box market, and b) markets where they have no presence (e.g. China). Is it unlikely to assume that Dell's conclusions of flat industry shipments are based on their own expectations? -fyo

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