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


To: Process Boy who wrote (72903)9/24/1999 1:00:00 AM
From: Charles R  Read Replies (1) | Respond to of 1571167
 
<With all due respect Charles, indicating on SI that Dell is "having problems", vs. the detailed report on Cnet hardly compare.

I will acknowledge you had indications of a problem that I was not aware of.>

Agreed! What I knew of was a motherboard problem - I did not know the details other than it being related to Rambus/Camino. I clearly did not know the consequences and stated so.



To: Process Boy who wrote (72903)9/24/1999 1:05:00 AM
From: Mani1  Read Replies (2) | Respond to of 1571167
 
So if this article is true, what does it mean? I am having trouble to see it.

Will it heat earnings for INTC, DELL, IBM, HWP, RMBS ...

Who pays for all the extra cost? I assume it would be either the computer OEM's or MB makers. How much will the delay cost, INTC and all the OEM's will have to sell less expensive units.

Mani