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

To: crazyoldman who wrote (98992)	3/19/2000 2:33:00 PM
From: Charles R	Read Replies (1) \| Respond to of 1570918

CrazyMan, <By limiting its supplier choices to Intel, Dell has effectively tied the fate of its core business with Intel's at least for the present. > I personally think it is hilarious. Even Dilbert caught up to the single source problem. <It appears that both Dell and Intel have been willing to neglect their core business and supplement their earnings with "other income". > I agree with you on Intel but I don't think Dell is in the same camp. I think Dell is focussed and is exploiting the lack of focus of its largest competitor (Compaq). In general, I think Dell is very well run. <One point I'd like to make is in Dell's case for damage to occur, two things must happen: (1) Dell had to first willingly lose core business focus (become its own worst enemy). (2) Gateway and Compaq must keep focused and grab the newly available market share.> Good points. And, IMHO, the first is not anywhere close to happening and the second is happening to some extent from Gateway. Compaq is in disarray and so far I have not seen Capellas make the kind of things that are necessary to make this change quickly. <I'm convinced Intel has lost focus on its core business, how else can it be that AMD has the Athlon and Intel does not?> Let's see Intel sells: Silicon: CPUS, flash, networking chips, embedded chips Systems: Networking, Servers, Home networking stuff, video related stuff, Computer telephony stuff Services and other : Internet hosting, small business web services, toys And this list is byu no means complete. Most of the business other than the CPU biz lose money but this company doesn't know what it want to be going forward. Talk about lack of focus! <I'm also convinced that AMD has retained "laser like" focus on its core business for several years.> True. <Now that Intel has become its own worst enemy, AMD is poised to do extreme damage.> Assuming AMD can keepup on the execution side. Chuck