Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.35

+0.4%

3:07 PM EST

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To: Dan3 who wrote (78529)	4/27/2002 1:54:06 AM
From: wanna_bmw	Read Replies (1) of 275872

Dan, Re: "Dell has big pretensions in the high end server market. Very big." I don't know what gives you that impression. Dell doesn't have the kind of internal development engines that IBM or Compaq have. Not that Dell couldn't hire engineers for these tasks, but I think their specialty is high volume, assembly line parts - built to order, quick to ship, very little inventory. Xeon fits perfectly into this model, and Itanium is sure to follow, but it needs more infrastructure. I expect Dell to be a larger adopter once it becomes a "proven" technology. The idea that they would sell RS6000s, or even that IBM would license these, is totally ludicrous. wbmw

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