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To: niceguy767 who wrote (52334)8/24/2001 1:21:59 PM
From: Tony ViolaRead Replies (1) | Respond to of 275872
 
NG, Only if I was convinced that Coke was floundering like a wounded animal...

That was last year. This is this year. Right now, AMD looks like the wounded animal until they prove that Hammer and SOI are a silver bullet, and those are a year away. Do you really think customers would start coming around Gateway more if they told them they were dropping the company that invented the microprocessor, and that has 75% of the business, and the intel insideā„¢ campaign? Sounds like a drowning man clutching at a straw to me.

TV



To: niceguy767 who wrote (52334)8/24/2001 1:50:57 PM
From: Road WalkerRead Replies (2) | Respond to of 275872
 
niceguy,

re: Only if I was convinced that Coke was floundering like a wounded animal and/or I was convinced that RC Cola's price/performance was clearly superior to Coke's and/or my margin potential was 4 times that of Coke, and/or I was convinced that RC Cola's recent market share gains could be reasonably extrapolated into the future...

Thanks for making my argument. I'll have a Coke, please.

John