DELL's layoff is the beginning of the end

Yesterday, DELL's boss in China quit his job, today, DELL silently laid off hundreds at its homeland base at Austin. Someone has to sacrifice for the greater "good", so hundreds lost their rice bowl or bread on the table.

Folks, DELL is gonna pull off an Enron on its investors sooner than I expected-- as long as AMD refuse to throw a feeding tube to the dude -- the dude's sugar daddy is sick. At the very end of the day, it's how much assets you have matters. The crash of 80 billion market cap onto 5 billion bookvalue won't be a pretty sight.

A so called IT company without R&D is like a dude without a brain.

A dude without a brain is dead, but it does not know it's dead because it does not have a brain.

Hector, I always admire your strategic wisdom, be firm now, have no mercy, AMD will have until 2010 to rule. You can kill two birds without a stone -- just keep pumping out Opterons and Athlon64s out of FAB30, FAb36 and Chartered and flood the market with Turion64s. Then we can all celebrate.