AI
Friday, March 26, 2004 8:19:44 AM
Beyond a short-term revenue viewpoint, for how long would you think Dell will be Topdog without a competitive server-offering? (How many customers will DELL loose from April going forward every months?)
As for short term revenues from an AMD perspective, DELL is pretty irrelevant, Xeons are falling off a cliff anyway, Opterons are available from HP, IBM, SUN, if there is demand.
AMD does not really have to care who will sell it anymore.
In a nutshell, I see Michael Dell sitting on a hot plate (On a prescott maybe
) Lessee how indolent he really is.
K.
Facts are irrelevant to the emotional brain
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