Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 215.72

-1.9%

2:18 PM EST

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To: Joe NYC who wrote (86102)	7/30/2002 11:00:09 PM
From: Bill Jackson	Read Replies (2) of 275872

Jozef, The inexorable march of commoditization. Dell is the ultimate commoditizer, one day maybe someone will do a better job than dell and Dell will fade.....but only if they can get parts from Intel as cheaply as dell can. Right now Dell has an advantage over anyone else. It is also possible that dell will drive all the others out of the business and completely dominate it. Anyone who wants to beat dell must take a huge loss for a few years to erode their share, and at the same time be a low cost producer of boxes. Hard to see why anyone would enter that arena. Bill

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