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Technology Stocks : Dell Technologies Inc.
DELL 120.53+0.7%Jan 16 9:30 AM EST
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To: hpeace who wrote (20736)11/5/1997 8:41:00 PM
From: Qtrlytrades  Read Replies (2) of 176387
 
Steve,

I think a lack of AMD chips in DELL machines is going to turn out to be a good thing for DELL.
I expect AMD to get a bad name from the NC's due out next year. The NC's lack of performance & Functionality will be blamed on AMD's chip. The market will turn back to low cost PC's with the caveat "I want Intel inside" Too late for CPQ to pull the cheap chip!
On another thread Sonki has AMD at 15 mill units... didn't they have trouble producing 1.2mill K6's this qtr?
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