Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 216.64

-2.0%

10:29 AM EST

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To: dougSF30 who wrote (214904)	10/25/2006 11:48:12 PM
From: len_chan	Read Replies (1) of 275872

At some point, AMD's success means that Dell begins to lose sales by not carrying AMD across the board. A lot of companies want to standardize on vendors, CPUs included, since it makes testing software configurations a little bit easier. In the past, that meant all-Intel. However, now that AMD owns the 4S server space (OK, maybe now they're just extremely competitive), Dell ran a real risk of losing desktop and laptop sales. Dell might as well offer AMD everywhere now that the Intel marriage (and associated benefits) is over. It gives them a good hedge against whatever future the chip market brings. While I was a little surprised to see a 2S server announced this week by Dell, I expected it sooner or later. Ditto for Turions.

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