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To: Road Walker who wrote (141540)8/14/2001 2:24:35 PM
From: Crystal ball  Respond to of 186894
 
Regardless, the CHIP UPGRADE great news on the PRICE WAR front lines, great news for PALM in its grab for even more market share during the PDA handhelds price wars and great news for DELL, maybe not for HWP in the Dell declared BOX PRICE WARS....personally, imho, this will held PUSH better, faster, more powerful CHIPS and therefore Applications into pda's like PALM as we go more and more handheld, and from there totally WIRELSS COMPUTING and COMMUNICATION. Democracy....
I am,
Truly your$,
-Crystal Ball



To: Road Walker who wrote (141540)8/14/2001 3:17:01 PM
From: Paul Engel  Respond to of 186894
 
John - Re: "That IBM news is a financial hit for AMD, but even more it is a marketing and perception hit. The other OEM's will see the momentum shifting away from AMD; thinking "do we really need a second supplier?".

Good point.

My guess is that Gateway will be next - they seem to be in the deepest of Doo Doo.

Re: "Maybe they should move to Germany, rather than Austin."

Good point - the Saxony Government may end up OWNING Fab 30 !!!