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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: crazyoldman who wrote (10879)	9/30/2000 12:08:16 PM
From: DRBES	Respond to of 275872

re: "I'll say once again, IMHO If DELL doesn't come aboard, someone else will and eat away at DELL's market share. DELL's market share is DELL's to lose." We do think alike. I would got to the extreme, given what seems to be occurring, that if it does not act soon, its tenure in the "top ten" has a clock running. Even mickeY deE has to see this...eventually. Patient Regards, DARBES

To: crazyoldman who wrote (10879)	10/2/2000 9:06:55 AM
From: that_crazy_doug	Respond to of 275872

<< Question: Why would Intel continue development on the PIII (going to take it to 0.13) if P4 has shown them a promising future? To my knowledge, Intel has never continued devlopement on an old product once a new product is announced. >> Why did AMD announce the K62+ and K63+? It's a plan with a team working on it. It's an interesting note of circumstantial evidence, but it's a giant leap of faith to say that because there is a plan to go to .13 with the p6 core that the p7 core must be bad. << I'll say once again, IMHO If DELL doesn't come aboard, someone else will and eat away at DELL's market share. DELL's market share is DELL's to lose. >> AMD doesn't even have SKU's in the business market where Dell makes all their money. They might suffer bigger losses in the consumer market, but then again they might not, we'll just have to see.