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To: TGPTNDR who wrote (169476)	8/15/2002 11:25:10 PM
From: wanna_bmw	Respond to of 186894

tgp, Re: "On the market share, the sequential market share, I'm looking at some dataquest numbers , ?? numbers for the server market. And there might be some distortion because of IBM's mainframe cycle, but, um, it does show, a, a little bit of a drop, about 110 basis points for Dell in total revenues in enterprise..." If you are correct, and Dell gained unit market share at the expense of revenue share, then that's even more of a reason not to build systems around AMD's commoditized solution. I don't know why anyone would want to partner with a model that accelerates commoditization to compete with a gorilla of a competitor. Hammer, as powerful as it may be, is instant poison for OEMs invested in the high end. wbmw