Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Jim McMannis who wrote (81207)	11/27/1999 3:11:00 PM
From: tejek	Read Replies (1) \| Respond to of 1574006

RE <<<Me too but I didn't say it, Dell did...at least the part about not satisfying needs.>>> Maybe I got this wrong but I thought it was Brown Brother who speculated Wednesday on this issue. Beyond that, all I have heard is rumors. RE <<< Even then it doesn't matter...Intel can produce all the coppermines it wants but they are left to run either on non-Intel 133 Mhz platfroms, i810 chipsets, BX chipsets, dumbed down i820 chipsets, too expensive i840 chipsets or with too expensive RAMBO*.>>> Are you saying there is a shortage of any or all of these chipsets? The point is if Dell is getting parts, than why jump to AMD? I just don't see the evidence that supports that view. BTW I think it was you (but it may have been someone else) who said that CPQ was regaining leadership from Dell. Latest statistics show that CPQ has regained pc retail sales leadership from IBM (retail sales as opposed to direct sales). CPQ continues to be the world's largest seller of pc's; however Dell took over leadership in the USA, I believe, two quarters ago and continues to hold that leadership. Disclaimer: I am long neither on Dell nor intc ;~) Jim