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

To: niceguy767 who wrote (101416)	4/1/2000 12:22:00 PM
From: crazyoldman	Respond to of 1570842

Hello niceguy and chic, re: AMD not Dell holds the trump cards on this one! Absolutely! "If you build it they will come." Kindest regards, CrazyMan

To: niceguy767 who wrote (101416)	4/1/2000 5:26:00 PM
From: GlobalMarine	Respond to of 1570842

Niceguy: Indeed not worth selling to Dell at a loss. Given that Michael Dell doesn't give a &^%$ about AMD in the first place, he could dump AMD at any time, even after a sweetheart of a deal. All Andy Grove has to do is whisper sweet nothings in his ear (or concerns about a "possible supply problem" and Michael will fall into place.

To: niceguy767 who wrote (101416)	4/2/2000 4:03:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 1570842

SpryGuy - Re: ".Dell is feeling the processor supply pinch owing to the limitations in haveing only one supplier (particularly one experiencing production problems above 733 MHz" Come out of your dreamland. "Round Rock, Texas-based Dell, long the fastest-growing major supplier of personal computers, suffered shortfalls in results during the last two quarters tied to shortages of memory chips, notebook computer screens and advanced chips from Intel Corp. (NasdaqNM:INTC - news), its sole microprocessor supplier. ``I would say all of those problems are behind us,' said Topfer, who recently stepped aside as a vice chairman of Dell." {=================================================} Monday March 27 10:57 AM ET Dell Says Components Shortage Has Eased for Now By Eric Auchard CANNES, France (Reuters) - A top executive of Dell Computer Corp. (NasdaqNM:DELL - news) said on Monday the world's No. 2 maker of personal computers has recovered from a supply crunch of components that short-changed results for the past two quarters. Mort Topfer, a Dell director and counselor to Dell CEO Michael Dell, told an audience of money managers attending the annual SG Cowen Global Technology Conference here that parts shortages were no longer a threat to near-term results. Topfer cautioned that memory chip shortages could loom again in the second half of this year, but he said he was ``very comfortable' the company will meet recently lowered expectations for its first quarter and full year. Speak your mind Discuss this story with other people. [Start a Conversation] (Requires Yahoo! Messenger) Analysts polled by First Call/Thomson Financial expect Dell to earn 16 cents a share in the first quarter, flat with the year-ago quarter, and 90 cents a share for the year, up from 68 cents for the previous year. They are looking for revenue growth just above 30 percent for the full year, ending next January. Round Rock, Texas-based Dell, long the fastest-growing major supplier of personal computers, suffered shortfalls in results during the last two quarters tied to shortages of memory chips, notebook computer screens and advanced chips from Intel Corp. (NasdaqNM:INTC - news), its sole microprocessor supplier. ``I would say all of those problems are behind us,' said Topfer, who recently stepped aside as a vice chairman of Dell. Topfer noted that massive supply deals Dell has struck with Samsung Electronics Co Ltd. (05930.KS) and IBM Corp. (NYSE:IBM - news) over the past year should alleviate shortages of notebook computer screens. Meanwhile Intel's product transition to advanced new chipsets is complete, and memory prices have fallen by one-half, he said. ``We are comfortable that a lot of things are in place to address the issues,' he said. To insulate itself from the sudden spike in memory prices that hurt results last autumn, and because it expects tightness in memory chip supplies as demand accelerates in the second half, Topfer said the company was planning conservatively for the year. ``There hasn't been adequate memory capacity built to meet back-to-school demand later this year,' Topfer said. Seeking to avert disappointments that have accompanied its decelerating growth over the past year, Dell has sought to 'reset' revenue growth expectations to around 30 percent a year from historic rates above 40 and even 50 percent. Wall Street analysts have responded by projecting revenue growth for the first quarter ending in April of 28 percent and between 30 percent and 31 percent for the full fiscal 2001 year. Shares of Dell Computer were up 1/16 to 56 1/2 in mid-morning trading on Nasdaq E-mail this story \| Printer-friendly format