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

To: Bill Jackson who wrote (40148)	5/16/2001 8:37:41 AM
From: Epinephrine	Read Replies (1) \| Respond to of 275872

RE:<I am that cerian of economics. What is dell to do? what if AMD gets to 50% share?> Bill, Sure if AMD continues to gain market share Dell will eventually cave and use Athlon or some future product, I would never argue otherwise. But AMD's market share isn't even the 30% you suggest yet and that's only in consumer systems. Their market share in large corporate systems (which are Dell's bread and butter) is still nearly 0%, likewise in servers and workstations (near 0%) Maybe Dell is being pre-emptive, I certainly don't know one way or the other, but I don't think they are feeling a do or die compulsion to include AMD just yet :) Epinephrine