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: Petz who wrote (46020)	7/3/2001 11:09:58 AM
From: that_crazy_doug	Respond to of 275872

<< DELL will have some explaining to do if they DON'T go with AMD. >> Personally, when they don't go with AMD, I'd prefer they don't explain, because I can't think of any possible situation where the explanation would paint AMD in a positive light.

To: Petz who wrote (46020)	7/3/2001 11:15:45 AM
From: niceguy767	Read Replies (1) \| Respond to of 275872

John: Eric Ross @ Thomas Weisel thinks it's a done deal...Maybe we'll hear a formal announcement on July 12 when AMD posts its q2 as perhaps some Dell Athlon 4 sales will be included in the q2 results!

To: Petz who wrote (46020)	7/3/2001 1:18:03 PM
From: jamok99	Read Replies (1) \| Respond to of 275872

Petz, Hehe, it's an interesting ON24 piece, no matter how you look at it: If the survey is for real, then it's great in terms of AMD may finally overturn that monopoly mindset at Dell. If Dell never had any such intentions, and it's a PR ploy by Dell to put INTC's nuts in a wringer and turn the handle, then it's a great example of how such manipulative 'seeds' get planted and then picked up on and spread by an unwitting media. The one thing I do wonder about is whether the analyst on the piece had all his facts straight - he mentioned AMD's win with Micron as their "breakthrough" into the corporate space. I thought Micron recently announced that they were abandoning the pc business. And Micron doesn't necessarily = corporate. Unless he's referring to the fact the Micron has turned to business services as their main purpose? Have I got that wrong? jamok