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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: gerard mangiardi who wrote (48022)	2/1/1999 2:46:00 PM
From: Scumbria	Read Replies (1) \| Respond to of 1571443

Gerard, Anyone care to guess on how long if ever dell will capitulate and sign on as an amd oem? They are the only one of the big players left. If K6-3 matches PIII performance at half the price, it will wreak havoc on the Intel camp. Intel can't slash PII/PIII prices without killing margins and tanking the stock. The fun is just beginning. If K7 goes into production soon, who knows where this all might end up? Scumbria

To: gerard mangiardi who wrote (48022)	2/1/1999 2:59:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 1571443

With Compaq now doing over a million$ a day in direct build to order sales, Gateway had little choice but to go with a line of K6-3. As I've stated before, Gateway also wants to get in line for the K7 so what better to do than become a AMD customer now. If Compaq (already evidence) and Gate start to eat into Dell sales with AMD units then don't be surprised if Dell adds some AMD boxes. The question being, K6-3 or K7. If I had to guess it would be K7 in June or July but that's just a guess. Jim

To: gerard mangiardi who wrote (48022)	2/1/1999 5:40:00 PM
From: Cirruslvr	Respond to of 1571443

Gerard - RE: "Anyone care to guess on how long if ever dell will capitulate and sign on as an amd oem?" First of all, Dell won't sign on AMD until AMD comes out with a chip that will (most likely) offer a hefty of amount benefits over an Intel chip. The K7 should fit this criteria. We will find out even more about the K7 on Feb. 15, when more "foils" are shown at some kind of microprocessor conference. Secondly, and more importantly, Dell won't sign on AMD until AMD proves they can produce the K7 in quantity without any signs of slow down/production problems. This won't happen until 2000.