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

To: Bill Jackson who wrote (87910)	9/7/2002 12:08:44 PM
From: Dan3	Read Replies (1) \| Respond to of 275872

Re: Not a chance. IBM stood idly by and let CPQ steal their market. Does that mean you're convinced that Dell will offer something to compete with the "Deskpro 64" or whatever the 64-bit desktop systems are called? I'm not so sure. Dell is welded pretty tightly to Intel. I think the Athlon-64 stands a good chance of being production limited. It might be that none of the Tier ones (which I'd now define as Dell, HPQ, SUN, and IBM) will offer Athlon-64, which could lead to Systemax, Sony, Toshiba, or another company riding a 64-bit wave to become a new tier 1, just as Compaq rode the 32-bit wave to go from being "another clone" to number one in PCs. I just hope that AMD has the brains to figure in 25% of the invoice price (or more!) as co-op advertising money - you don't show proof of Athlon-64 advertising, you don't get the 25% - AMD will spend the marketing dollars for you. It will be really hard to stand by that, most companies will demand the discount and not want to do the advertising.