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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Jim McMannis who wrote (62480)	6/19/1999 10:35:00 PM
From: Gary Ng	Read Replies (1) \| Respond to of 1572893

Jim, Re: This is where Gateway outfoxed DELL. By buying K6-2s they got in line for the K7. All DELL will be able to do is get P-IIIs at a special price...oops, there goes the Intel margins... Sigh. You should learn more about Dell's model. When K7 based system is mature(if it will) and profitable, Dell will get in and I am sure AMD would be more than happy to offer them whatever price they want. Remember, it is the market that Dell is in which K7 is targetting, the high margin corporate market. The reason that Dell is an Intel only shop is because that is the only thing that is profitable, not because any love/hate or whatever reason. Business is business and MD is definitely good at that. Gary

To: Jim McMannis who wrote (62480)	6/20/1999 4:14:00 AM
From: Craig Freeman	Read Replies (3) \| Respond to of 1572893

jIM, RE: "All DELL will be able to do is get P-IIIs at a special price..." Do you really think that Dell will be shut out from K7 production? If AMD has a spare million K7 chips to sell and Michael Dell drops a dime on AMD -- do you REALLY think that AMD will ignore it? IMHO, there's not the eensiest, teeniest chance of that happening. IMHO it is more likely that AMD will never have a million K7s to sell to anyone ... ever. Or, even wrose, by the time they have them no one will care. Let the little guys queue up all they want but if and when AMD has enough production, those little guys will be eating dirt. Unless history stops repeating itself, you can count on it. Not that M. Dell gives a hoot about AMD or that he is ready to set Intel aside but if AMD ever delivers (in volume) better than Intel can deliver top-point CPUs, then and only then will Dell give AMD a shot. Mega-multi-billionaires think differently than the average AMD shareholder. Given AMD's history, it's no wonder. exchange2000.com Craig