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Post# of 97785
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bobs10

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bobs10

Re: chipguy post# 38235

Friday, 06/18/2004 10:27:10 AM

Friday, June 18, 2004 10:27:10 AM

Post# of 97785
You...
" Wouldn’t say Ruiz is completely immune to this
affliction."

Me...
It's no worse than the things Micky has said about AMD. I'm thinking about his statement about the maturity of AMD processors (bull shit), and the way Dell has played the AMD trump card to get lower prices from INTC.

I think DELL realizes that the one supplier model that was so successful for so long will not work so well in the future, hence the moves to copy the GTW model of selling home entertainment stuff etc.

Actually, I think that's the way to go as future entertainment is going to require more and more smarts, but staying INTC only is ridiculous.


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