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


To: Elmer who wrote (89894)1/26/2000 11:29:00 PM
From: Jim McMannis  Read Replies (1) | Respond to of 1570332
 
RE:"Sorry Boys but Dell says no to AMD"
That's what Dell says now but even Dell will reach a point where they won't be able to take it anymore.
After Gateway eats Dells lunch this quarter...Mikey Ds eyes will begin to cross and an Athlon unit may well appear for testing.

Jim

BTW, isn't that about what Gateway thought going into Q4? No AMD?
No Athlon? = earnings warning? <G>



To: Elmer who wrote (89894)1/26/2000 11:30:00 PM
From: Bill Jackson  Read Replies (1) | Respond to of 1570332
 
Elmer, Live by a sole source rule, die by a sole source rule.
What will happen with Intel peaked at 800-900 and AMD offering 1000-1200 MHZ?
Will dell give away the high ground to be a nice buddy?
Believe that? yes?...Well I have some great Canada land, great view, lots of grab samples of moose droppings, that is why we call it moose pasture.

Bill



To: Elmer who wrote (89894)1/27/2000 2:47:00 AM
From: Petz  Respond to of 1570332
 
RE: <Sorry Boys but Dell says no to AMD>
By implying that Gateway's Athlon decision was rash and unwise, Mikey has set himself up for a fall big time.

Petz