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

To: Bill Jackson who wrote (161800)	10/5/2000 8:58:22 PM
From: Meathead	Read Replies (1) \| Respond to of 176387

Bill -- I don't think you quite understand what Dell's customers, corporate customers require. You keep referring to speed as if it is the end all be all. A small part of the consumer market is obsessed with CPU speed. Corporations do not require the fastest processor. They require platform stability and commonality across the entire enterprise. They don't like changes or hertogeneous environments that require different drivers, support etc. Dell has made their bed based on what their corporate clients have demanded from them -- they will not buy AMD systems with VIA chipsets. Not that they don't work, it's just the cost of integrating and maintaining systems with different manageability features. Install 10,000 PC's from different vendors in your house and you'll see how difficult it can be. In any event, the biggest mistake Intel made was RAMBUS. I have a history of posts regarding such long before it became common knowledge. Dell had no choice but to support it. The one thing Dell could have done is develop a consumer system with an AMD processor and VIA apollo chipset but the return on investment would not have been too good. My last comment was... Message 12841799 Theres no mistake that RAMBUS and the 820/840 chipset hurt Intel and Dell and gave their competitors new life. But good companies recover from these types of mistakes and usually emerge stronger and smarter. Looking at Intel's new roadmap, I'd say they've learned their lesson about betting the farm on one memory technology. So if you think Dell is currently making a big mistake by not developing systems with AMD processors, e-mail Michael and put your MBA to work by outlining development costs, target markets, penetration, growth rates, demand drivers, ramp time, take rates, and margin dollars to show what a compelling business proposition it really is because I'm sure they haven't though of this approach before. Besides, their in business to be friends with Intel, not make money. Oh but I forgot, AMD would have trouble supplying the volumes necessary from their 2 FAB's. Nevermind... MEATHEAD