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: Tony Viola who wrote (56384)	9/25/2001 8:40:15 PM
From: tejek	Respond to of 275872

I really don't get it....why are the PC makers encouraging a set up whereby there is only one chip supplier...INTC? You would think the duopoly is to their advantage. They each hoped the other guys would do it (support both Intel and AMD). However, when it comes to sink or swim, you cut whatever you have to to survive. Can you blame Gateway for simplifying and saving? Guess it's on HP/CPQ now to keep two chip sources going. Tony, margins must really suck if you can't afford to maintain a healthy competition between your suppliers. Maybe the merger between HP and CPQ, assuming it goes thru, will help. ted