Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: AK2004 who wrote (43076)	6/6/2001 11:02:05 PM
From: Bill Jackson	Read Replies (1) \| Respond to of 275872

Albert, Do not hold your breath waiting for the old line managements of CPQ and IBM to adopt the Dell model. They remind me of the speed with which the sov block adopted capitalism after WW2....ie they will sacrifice thousands of their workers on the idol of their old boy networks and will never change as long as they breath. Both IBM and CPQ will have to have a severe humbling before this happens. IBM will be able to stave this off for longer due to their other businesses that will provide the cash to keep filling the rathole. CPQ will succumb far sooner than this. Still, Dell will also suffer the death of 10,000 SD shops, so they will not have it all their own way. Bill

To: AK2004 who wrote (43076)	6/7/2001 2:32:38 AM
From: Charles R	Read Replies (1) \| Respond to of 275872

Albert, <I would like for amd to have at least 80% of market share in corp, 90% in retail, 100% in mobile ...> I would settle for one new major corporate design for quarter. How about that? <Amd's success is amazing ...> IMO, AMD's lack of significant successes, inspite of having a good year and a half product advantage, is amazing. <And do not ignore the market forces. Once dell business model is fully adopted by ibm and compaq just wait and enjoy when it would backfire. Dell was able to play his game because no one else did....> I thought these other guys will copy Dell business model in early 90s. It has been a decade since Dell proved its model and Compaq and the likes haven't learnt yet. I am sure one day they will but by that time they may no longer be players of consequence. Who knows... Chuck