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

To: Meathead who wrote (161802)	10/5/2000 10:51:31 PM
From: Bill Jackson	Read Replies (3) \| Respond to of 176387

Meathead, Yes indeed AMD cannot supply the volume that Dell would require. In other regards, such as end to end continuity of products....that does not follow as the system has no way of knowing what CPU is in it, apart from doing a routine to look it up. Since all software runs as well on Intel parts as it does on AMD parts it makes little diffreence if dell has one line of systems with AMD parts in it, in the same way that P-II, P-III and celeraons can mingle. They are also similar parts, but not identical. I am sure that Dell has thought about AMD and has even tested some parts. the ritical item is supply in volume. Now Compaq and IBM made a decision to buy AMD parts and to create product lines for the sole purpose of supporting AMD and thus bringing competition to the CPU business. Intel tried mightily to stop them, with bribes etc, but IBM and Compaq knew what they were doing and they decided to give AMD busines. Well it worked. the screwdriver shops that make boxes from mobos, power supplies etc were another market that AMD courted. When Intel had problems a huge sea of screwdriver shops all went into AMD parts in a big way. Via also made the chipsets...on faith at first, but now they love AMD. So we have AMD making money hand over fist on flash as well as CPUs and increasing volume as we speak. maybe in a year they will have enough volume that Dell will become a client? maybe/maybe not as Dell is really now just a captive intel outlet and might not want to risk going to AMD lest he anger Intel. It is no secret that Intel fed Dell extra parts and did not ship to IBM and Compaq is large enough volume to supply them at the higher end. In the low end Intel had seas of parts, so does Dell. More and more business and and tech clients are aware of the relative costs and performance levels of AMD versus Intel and are now chosing AMD for both financial and technical performance. Bill