Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.99

0.0%

Dec 26 9:30 AM EST

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To: Dan3 who wrote (87909)	9/7/2002 4:56:10 AM
From: Bill Jackson	Read Replies (1) of 275872

Dan, Not a chance. IBM stood idly by and let CPQ steal their market. Dell has a lower cost than HPQ and sells direct, while HPQ clings to their lead anchor of a dealer base as it tries to swim alongside Dell. HPQ can sell direct against Dell and offer the same prices to it's delaer base as the dealer base can buy from HPQ. That will soon get rid of the dealer base....which will go away anyaway as HPQ falls into the abyss. Dell is in the position of soon being able to increase prices since no-one else is left standing. Bill

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