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

To: dale_laroy who wrote (40042)	5/15/2001 8:15:17 PM
From: Epinephrine	Read Replies (3) \| Respond to of 275872

Dale, I listened to it again, I am not a transcriptionist but the parts below are nearly word for word, The analyst (Ross) is speaking: (occurs at time 1:09 of the interview) It is unclear whether this is just a new offering...[several sentences omitted]... ...rather than getting Intel designed out completely and AMD designed in. So I am not sure that Intel was designed out as a necessary junction to that. Just the implication that it would be possible that Dell would "design Intel out" in order to make room for AMD erodes his credibility in my mind. Even if Dell was to start using AMD they would never not offer the best that they could from Intel, hell even Compaq doesn't do anything like that. hehe :) Epinephrine