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

To: Epinephrine who wrote (17260)	11/1/2000 8:58:28 PM
From: THE WATSONYOUTH	Respond to of 275872

No not really, I'm not suggesting that AMD is flat out refusing to sell, or that there aren't multi-faceted reasons behind Dells lack of an AMD product offering, nor am I claiming to understand the whole situation, I am suggesting though that hard feelings are playing a role in it, that Jerry may be a lot less eager to accomodate Dell than he could be and that there is a whole lot more to it than Dell just rolling over for special priviliges from Intel. upside.com From an interview with Dell. If corporate business is 86% of their revenues, they certainly have no reason to go with AMD if AMD has virtually no presence in the corporate business market. U: Corporate business used to be 95 percent of your sales. D: Yeah. Now it's about 86 percent. Eighty-two percent of all spending on computer products is by businesses. So if you're going to sell $35 billion worth of computing products, it would be hard to not have a big business with businesses, because that's who buys the most computer products.