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

To: Bill Jackson who wrote (161944)	10/9/2000 12:53:43 AM
From: Bob Kim	Read Replies (1) \| Respond to of 176387

Bill, Last week from ML on AMD: "Our checks in the Taiwan PC channel, always a good indicator as to the state of AMD’s business, and talks with core logic vendors such as Via, indicate that September was a disappointing month."

To: Bill Jackson who wrote (161944)	10/9/2000 1:09:41 AM
From: Sig	Read Replies (2) \| Respond to of 176387

RE; Dell to use Amd chips. Holy $$yt ,Bill, you have run acrost a rumor to end all. We kin all make a fortune- buy AMD on rumor sell on fact. And its a good place to start cause everyone believes eveything we post on the Dell thread an it will spred like wildfire. Then Dell can make there #'s for Xmas and we can all get ower money back when the stock goes up. I talked to my sister in Michigan last nite, where she and her husbind and my brother and there two boys have all built homes on 40 acres my Grandfather left to the famly back in 1936. I wanted to find if they had a place left where I culd park a single-wide and a few trucks after selling this place and clearing up the morgage and margin accounts. But now I can call her back and tell her not too worry.I could hardly understand them anyway since since thay all developed accents after I moved to Texas 5 years ago. Look out bears!!!!!!!!!!!!! Sig

To: Bill Jackson who wrote (161944)	10/9/2000 2:17:47 AM
From: rudedog	Read Replies (1) \| Respond to of 176387

Bill - I always qualify rumors with the "appeal to practical consequences" test. It does not always work but it's a good starting place. DELL has a very small share of the consumer market. Interestingly, their sales to small and medium business, an area where they had done some innovative programs and were making big strides, seems to have slowed down for them. This is also an area where their competition is offering AMD based systems. In the commercial arena, DELL's strongest suit, the competition is 100% Intel, and that's what the customers are looking for. So if DELL did an AMD based product, it would most likely be a new and separate product line aimed primarily at small and medium business, with some "crossover" selling to the consumer base. A careful division of products along those lines might make sense, as it would provide incremental income and unit sales for DELL without disturbing the mainstream of their business. All of their main competitors (CPQ, HP, IBM and GTW) have done that, so it's not like they are breaking new ground. The consequences in their close relationship with Intel would be the issue. I don't know enough about the full range of benefits that DELL derives from that, but I'm sure they do, and that there is a dollar value attached to them. I would assume that if the long term benefit to DELL outweighed the short term costs, that they would go for it. But without more details on DELL's sales in SMB, the potential increases from an AMD line, and the costs of picking up things they now get for free or at low cost from Intel, I can't say whether the tide has turned, or if it will.