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To: Scumbria who wrote (73347)2/10/1999 5:52:00 PM
From: John Hull  Read Replies (1) | Respond to of 186894
 
S,
So let me get this straight. The theory is for Compaq to buy AMD outright?

AMD has proven to be a long term cash drain, do you think that would change by being bought by an OEM?

Gee, AMD was so proud of the fact that they have design wins at nine of the top ten PC OEMs. Do you think they would retain those design wins if they were owned by the number 1 PC OEM?

Do you have precedent that shows a computer OEM with a captive CPU business being successful in selling merchant market CPUs to other top 10 OEMs?

Choose your response carefully...

regards,
jh



To: Scumbria who wrote (73347)2/10/1999 6:00:00 PM
From: nihil  Respond to of 186894
 
Scumbria -- CPQ buying cpu's at cost

CPQ is buying AMD chips at less than cost (since AMD loses dough), and it doesn't seem to help much. It would be great for everyone else if CPQ boought AMD and sold its competitors chips at less than cost. Check out that model. Who pays for the beer?


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