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: hmaly who wrote (113220)	5/29/2000 11:02:00 PM
From: Charles R	Respond to of 1573435

hmaly, <Chuck, maybe there is another big reason, Dell. Maybe this will be just the move that makes Dell go to AMD and that would give AMD part of the enterprise sales which AMD needs to get to 30%. If AMD stays slighly ahead of Intel, Dell can justify staying with Intel. A .5 ghz speed differential could force Dells hand, or if Dell and Amd were in negotiations, Dell let it be known that at 1.5 ;im yours Baby. > Interesting scenario but do you really believe it? If Gateway and others push aggressively on the corporate space, Dell has little choice. <In addition to the other rumors I mentioned; several wks. ago there was a small rumor on JC's that IBM's new top of the line enterprize unit was going to be AMD. I doubt if IBM would go with AMD with only a .1 ghz lead.> 1.2 would give 0.2G lead and not 0.1. Also, what IBM does is almost a don't care. No one really pays attention to IBM nowadays. Chuck