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

To: peter_luc who wrote (25950)	1/20/2001 6:27:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 275872

RE:"The second largest customer buying mainboards from Intel, Gateway, doesn’t negotiate anything with the Taiwanese mainboard makers." Gateway could go domestically, like Jabil. So this doesn't disprove the jist of the article. RE:"AMD NEEDS to increase market share NOW!!!! Only sufficient volumes of Athlons and Durons would make AMD less vulnerable to being sacrificed by Taiwanese board makers." AMD has been trying hard to do this but the lack of infrastructure has really hurt: like the lack of integrated chipsets, SMP and even 760 chipsets. AMD may well have to start making their own motherboards if Intel drops it's mobos. Jim