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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: rudedog who wrote (155816)	4/2/2000 7:59:00 PM
From: chic_hearne	Respond to of 176387

rudedog Re: Your example just doesn't hold water - the standard machines are not 256 MB RAMBUS machines rudedog, I wasn't talking about all situations requiring high RAM, but this is still a very important part of the mix. At my work, we all have at least 192 MB of RAM. Down in the development labs, nothing has less than 512 MB of RAM. The only people that have less than 192 MB of RAM are the secretaries, bean counters, etc. Obviously we (IBM) would never buy DELL computers, but I think there are many businesses that have diverse computer needs like this. Adding AMD to the mix would be a good move for dELL. Companies with needs like mine would maybe shy away from DELL if they had no choice but high price RAMBUST. DELL could compete for 75% of our computer needs, but I think most companies would rather get everything from one source. So, I believe if your computer mix will require some high performance systems with lotsa RAM, dELL might not be the answer (as it is now). I'm sure INTC would still hold 90-95% of computers sold, but AMD would cover the niche of high RAM needs and AMD's low end would provide an option to the Celeron. Also, AMD chips would also balance any potential supply problems from INTC. With the forbes article that came out, it looks like this deal may already in the mix. The other key for DELL would be that they wouldn't have to depend (get burned again) by INTC. chic PS- I don't believe by any means AMD will take out INTC. But when you compare a $440 billion market cap to a $9 billion market cap, I think AMD will even the gap a bit.