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To: Bill Jackson who wrote (50829)8/12/2001 4:02:47 PM
From: Jim McMannisRead Replies (2) | Respond to of 275872
 
RE:"In addition, once Dell reaches a certain level and if AMD is down and out then Intel will start to put the boots to Dell, since Dell will then be trapped."

Simply, Dell is a sly dog. He knows about single source and AMD but he lets the other OEMs do the dirty work to get prices down and suckers Intel into good prices by staying faithful to them.
If Intel chips were twice the cost of AMD chips to him them he'd buy AMD chips in a minute.

Jim


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