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Politics : Formerly About Advanced Micro Devices
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To: tejek who wrote (147934)7/2/2002 4:23:20 PM
From: Tenchusatsu  Read Replies (2) of 1576346
 
Ted, I expect Dell to come back on board with Itanium 2 sometime next year. They're taking a wait-n-see approach, but I think McKinley sales will surpass all expectations for both this year and next. (Yeah, low expectations aren't that hard to beat, but still.) That ought to convince Dell to jump back on the bandwagon.

As for Jim Seymour, while he pats himself on the back for INTC's latest descent, I wonder if he still thinks AMD is a great buy at $20.

Tenchusatsu
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