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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.80

+1.7%

Jan 16 3:59 PM EST

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To: niceguy767 who wrote (45961)	7/3/2001 2:29:55 AM
From: Paul Engel	Read Replies (1) of 275872

AMD, Dell Dealing On Mobile Chips By Edward F. Moltzen, CRN May 16, 2001 (5:12 PM) URL: techweb.com Advanced Micro Devices has cut a deal with Dell Computer Corp.—the last major PC vendor not using its processors—to use its new mobile chips in laptops, according to a financial analyst. Eric Ross, who covers AMD (stock: AMD) for Thomas WeiselPartners, San Francisco, said the deal is on track to be announced next month. Such a deal would be significant for AMD, as Dell (stock: DELL) had been the last major PC maker to have an exclusive OEM agreement with chip giant Intel Corp. (stock: INTC). In fact, barely a week ago, AMD chairman Jerry Sanders told analysts at a Merrill Lynch conference in New York that he still thought it was unlikely that Dell would ever use AMD chips. But Ross says the two companies now have an agreement. "I was as surprised as everybody else," Ross said. "I've heard from several of my really good sources that I've corroborated. I'm as certain as an analyst can be about this." The official announcement would likely come at the Computex trade show next month in Taipei, he said.

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