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To: Bill Jackson who wrote (148318)	11/15/2001 2:09:32 PM
From: fingolfen	Read Replies (1) \| Respond to of 186894

wbmw, yes, dell needs to watch it, they are vulnerable, as AMD share grows they get shut out of the market that buys AMD share. This is their risk So using your model, explain why Dell is the fastest growing box manufacturer, and Gateway, Micron, and IBM have chosen to expose themselves to the same "vunerability."

To: Bill Jackson who wrote (148318)	11/15/2001 3:07:30 PM
From: wanna_bmw	Read Replies (1) \| Respond to of 186894

Bill, Re: "dell needs to watch it, they are vulnerable, as AMD share grows they get shut out of the market that buys AMD share. This is their risk" Yet their current course of action has been proven to be superior time and again, even despite AMD's gains in some areas. If other companies like Gateway were concerned about AMD making more gains, they certainly didn't act on it when they dumped AMD as a supplier. wbmw