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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (47610)	2/17/1999 11:39:00 AM
From: RealMuLan	Read Replies (1) \| Respond to of 132070

<<The rumor is, from an Early source, that a certain pc co. wanted AMD chips to become competitive in the market place, and AMD couldn't produce enough due to its committments to Compaq, Hewlett and Pale Blue (IBM, used to be Big Blue, <G>).>> I heard that one, Mike. Then I guess Dell this time really screwed up, isn't he? A business can become super successful because of one smart move, like Dell in the last couple of years. But can be really doomed because of just one major misjudgement. I hope Dell will not be the victim of its own success.

To: Knighty Tin who wrote (47610)	2/17/1999 12:07:00 PM
From: gbh	Read Replies (1) \| Respond to of 132070

Michael, frankly, I don't see a need anymore for DELL to use AMD. AMD's new pricing on K6-2 essentially matches the new Celeraon pricing. No more 25% undercutting. And with Celeron now in a socket as well as a slot at all speeds, the infrastructure cost (motherboard) is no higher. I wouldn't anticipate a move by DELL to AMD. The K6-3 has little hope of providing any meaningful performance gain, and given its significantly larger die size, AMD will be reluctant to push this into the end. It will try (and likely fail) to position it against P3. Also, sub $1000 may now provide quite fertile ground for DELL. Perhaps down to the $800 mark. Remember, this segment is now really 3 segments, sub $1K, sub $800 and sub $600 (all including monitor). Gary