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To: Gary Kao who wrote (146635)11/1/2001 8:27:26 PM
From: Jim McMannis  Read Replies (4) | Respond to of 186894
 
Gary,
RE:"In fact, dell's strategy has worked...witness the near capitulation of gtw, cpq/hp."

Dell is really just a survivor as much as anything. Their model also works well with downtrending component prices.
Id component prices uptrend it's another story.

RE:"Once intc's ddram chipset is released, that will be the final blow...We will soon witness the destruction of amd."

I'd say it will be the end of Rambus, not AMD...what OEM wants to stock 3 kinds of RAM...?

Jim