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

To: Mani1 who wrote (90149)	1/28/2000 11:42:00 AM
From: tejek	Read Replies (1) \| Respond to of 1570913

Dell is by far the fastest grower among the box maker Dell is growing at 30% revenue, that is very good growth for a company that size. Business is NOT "slowing down" at all, it just not growing at a 50% clip like it used to. Very understandable considering their size. Last year at this time, DELL was growing revenues at a 50% clip YOY. Later in 1999 it was in the low 40's and it was forcasted for the high 30's in Q4. Now it's scheduled for the low 30's and DELL is giving guidance that it will be around 30% for the year....and Dell guidance tends to be too optimistic. That looks like a slowing to me. If AMD's Athlon completely outperforms Intel's best offering for more than few weeks (like the case was before Coppermine showed up), I think they will adopt the Athlon. I don't have numbers but I bet Intel can supply them with all the chips they need. In addition do you think the Athlon will jump ahead of Intel's chips so much so that there will be a significant difference in performance? It doesn't look like it to me. The only problem has been supply (supposedly) and I think that Intel will remedy that problem in this quarter. Again in my estimation that's why Dell has not made the jump to AMD and probably won't. I repeat its very odd for an OEM to say that it was short product and not make its quarter, and not do anything about it. I don't think it really was short all that much product. I think its sales were down more than they expected. The PC business is slowly becoming a maturing business. Why do you think Intel is into diversification? ted Mani