Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Jim McMannis who wrote (42933)	12/7/1998 3:35:00 PM
From: Tony Viola	Read Replies (2) of 1572630

Jim, Re: "I do, however, agree with Maxwell about Dell. "If" the K7 is the chip we think it will be and AMD can execute, then it could become a BIG LIABILITY to be an all-Intel boxmaker because in the beginning, AMD is going to take care of current customers first. I believe that Gateway would already selling AMD boxes if they could get chips because they want to be able to get K7s when they come out. If DELL was smart they'd get their order in now for K6-3s so they will at least have a shot at some K7s when they come out...otherwise, the face of top tiers like Dell and Gateway could change drastically." It sounds to me like you're building a pretty wild house of cards on your premise "the future of Dell and Gateway depends on how they handle their K7 strategy." I mean Dell, for example, has higher revenues per quarter than AMD does per year. Also, they are very profitable. I would think that they, as the perennial Intel champion, could bring a lot of pressure to bear in keeping the sweetheart deal going with Intel WRT price and delivery. Also, even assuming K7 does leapfrog Intel, do you think they'll stand still? Tony

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