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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Jim McMannis who wrote (59052)10/18/2001 1:30:29 AM
From: YousefRespond to of 275872
 
Jim,

Re: "I think Dell has it dialed in pretty good ... I think they would
do just as well or better if they offered AMD."

I agree that DELL has "it dialed in" ... I don't agree that adding an
additional supplier would improve their operating results. In fact
a good case can be made that the additional complexity added to the
value delivery chain would lower overall results. I don't think you
appreciate the costs incurred with additional vendors. IBM specifically
quoted this as one of the reason that they were going back to
INTC only.

Make It So,
Yousef



To: Jim McMannis who wrote (59052)10/18/2001 2:18:37 AM
From: Paul EngelRead Replies (1) | Respond to of 275872
 
Re: "I think they would do just as well or better if they offered AMD."

Your opinion doesn't count - Michael Dell's opinion DOES COUNT.

And Michael Dell counts on Intel.

And Sanders plays his shareholders like a violin - and the AMDroids on this thread are "wound a little tight tonight !!!"


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