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

To: Charles R who wrote (113530)	5/31/2000 2:41:00 AM
From: ptanner	Read Replies (1) \| Respond to of 1576360

Charles, Re: <- By making sure that Dell does not get K6s and feels the burn of sticking to a sole source (Michael Dell could look incredibly stupid trying to defend his decisions in front of analysts and investors) - Making an example of Dell to other OEMS and showing why single source strategy is bad even if one were to get preferential treatment like Dell - Showing OEMs how Intel can be an unreliable partner> While I agree that Dell ought to say some nice things to compensate for earlier "unreliable" remarks... I would rather see AMD welcome a new customer to the family and act as they would like to see other firms act: this is a market place and not a battle field. A comment to the effect that Dell appreciated the addition of competition (for better products and better prices and better choices) would also be appropriate, like Gateway's endorsement but perhaps without the lashing of Intel since Intel will remain the primary supplier for the major OEMs for years to come. Maybe I am just getting soft after today's nice jump -- despite selling some trading shares on Friday which I now consider another sacrifice to the god of trading and part of my lesson to invest rather than trade. I also would hope AMD can continue to provide for all of its customers demands... though if demand got really crazy due to awesome products, well it is a marketplace and spot (non-contract) prices can be adjusted and new customers turned away. PT

To: Charles R who wrote (113530)	5/31/2000 3:16:00 AM
From: tejek	Read Replies (2) \| Respond to of 1576360

Would be cool if it is true. Looks like AMD was not suckered into continuing with K6 as Intel moves upmarket by not making enough Celerons. If Dell is not getting enough Celerons then nobody is getting enough Celrons (kind of validates why Celeron pricing can be artificially high on PriceWatch). Charles, There is no evidence that Dell is not getting enough...quite the contrary, they say their chip supplies are fine. Plus, emachines, a big user of celeron, is rumored to be having an inventory buildup. The supposed hot PC market appears to have headed south. ted