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Technology Stocks : Intel Corporation (INTC)
INTC 46.95-2.8%Jan 16 3:59 PM EST

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To: fingolfen who wrote (171464)10/3/2002 12:16:51 PM
From: maui_dude  Read Replies (2) of 186894
 
fingolfen, Re : "Given how successful Dell has been with the Intel-only model, there may not be enough ROI."

Part of the reason Dell gets good deal is that they are Intel-only. If AMD were to fade away, all OEMs become Intel-only and Dell loses out. No ?

I didn't mean to imply 'bailing AMD out' by outright buying them. But I meant, bailing AMD out by goig out of their way to make them successful. Like MSFT optimising the software, to make AMD processors outshine Intels, IBM with their process tech (like you mentioned) and Dell staying out of segments/geographies where AMD OEMs are doing better.

Maui.
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