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


To: Pravin Kamdar who wrote (18697)11/11/2000 3:34:01 PM
From: niceguy767Respond to of 275872
 
Pravin:

"Dell does need AMD. Their growth in Europe was way below that of their competitors. I continue to believe that
Europe will force Dell's hand to adopt Athlon. I expect this to happen during, or before, Q1."

I'm wondering if Dell is waiting 'til AMD introduces its servers...thereby minimizing any potential INTC repercussions stemming from any decision by Dell to leave the captive INTC fold...Looks like AMD has made the server space a short term priority!!!