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: fyodor_ who wrote (63864)	11/16/2001 8:17:06 PM
From: milan0	Read Replies (1) of 275872

fyo re: "Why would Dell have any appreciable insight into a) the white box market, and b) markets where they have no presence (e.g. China). " I never thought I'd have to argue about that. a) Suppose you are an AMD investor. Would you like to know what Intel does? Of course, you HAVE to know your competition. That's why I say Dell very well knows the white box market. b) What? While I agree that Dell's stronghold is in the US, they have been expanding overseas. From Dell's 2001 annual report, page 7: "We continue to see that the way we do business is applicable and embraced by customers in all markets, and we’re methodically expanding our global presence, including in critical national markets such as China, Brazil and India." Dell has been selling in China since 1998, IIRC. Mike

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