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: chic_hearne who wrote (101350)	4/1/2000 8:28:00 AM
From: niceguy767	Read Replies (3) \| Respond to of 1570804

chic hearne: Re: "I think it would make sense for AMD to sell dELL a batch of 100,000 processors at a loss. They need to get their foot in the door. Once they're in, they can work for more favorable deals." Comment: Disagree...Dell needs AMD more than AMD needs Dell at the moment.Dell is feeling the processor supply pinch owing to the limitations in haveing only one supplier (particularly one experiencing production problems above 733 MHz, where Dell needs to be present to be successful (as in T-Bird)), while AMD is selling all the Athlons it can currently produce, imho, without Dell..AMD has made it quite clear by their withdrawal from the Xbox contest that they are not interested in "scorched-earth" pricing of Athlon-based products...They should not and will not set any scorched-earth pricing precedent with Dell...Dell needs the T-Bird down the road to fill the currently replete niche above 733 MHz with a reasonably priced "all-in" system...The Spitfire is the first step in achieving that goal...AMD not Dell holds the trump cards on this one!