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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Bill Jackson who wrote (161790)	10/5/2000 8:00:53 PM
From: Meathead	Read Replies (2) \| Respond to of 176387

Re: Dell needs to get a parallel supplier on stream ASAP. For AMD to get into Dell's product lineup, they need to get their chipset act together. By that I mean having a wide array of offerings. Having to use one supplier for Processors and another for chipsets can make development more difficult, costly and lengthy as engineering samples, steppings and so forth don't line up well at all. I would think that for large companies like Dell and Compaq, engineers designing platforms with AMD processors must be separated from engineers developing with Intel. That means entirely separate staffs, seperate facilities and labs which are costly and reduce the inherent leverage across products you get when dealing with one supplier who makes almost everything you could ever want at a price you can't resist. When AMD pulls it together here and proves they can deliver, we might see some show up in the consumer line in the future. Penetrating the big corporate market is a long way off due to numerous reasons that most people haven't a clue about. Re: The new P-4 might well turn out to be a failure Don't count on it. It's been running quite well in OEM validation labs for almost a year and is very close to RTS. The latest (only) delay was not due to the processor, but in the supporting chipset. It may be a tad late but make no mistake, it will be driven down into high volume mainstream platforms in a hurry. If you are like most individuals, you get caught up in the sensationalism of headline journalists who love to bash Intel and make their every move out to be a blunder. Those of us who have worked for years in the development community have a better sense of what's really going on. Intel has a very good track record of finding and fixing bugs before OEM's ship to customers. You only hear about the few instances in history where they have had a recall. You don't hear about the colossal engineering efforts required to get these things bug free -- things that can ultimately lead to delays and a rarer cases, cancellations. MEATHEAD