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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 216.38-0.6%2:05 PM EST
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To: aleph0 who wrote (201956)6/13/2006 7:19:17 PM
From: niceguy767Read Replies (1) of 275872
 
"I wouldn't put it past them to do a U-turn on AMD, proclaiming that "now they've seen Conroe, they're switching" - e.g. doing an SGI."

AMD has shown its mettle by causing INTC to not only eat crow on the x86 64-bit initiative by AMD but also clone AMD's products in effort to remain competitive. I doubt that this reversal of status quo has been lost on Dell.

HPQ is eating Dell's lunch by its customer centric approach in offering its customer base choice, both AMD and INTC product.

If Conroe is nothing more than a "large cache fraudulent benchmark" product, you can bet all OEM's, including Dell, have twigged to such a notion and are aware of the very real possibility that AMD's 65nm offerings and innovative co-processor initiative are likely to be more than competitive, and with a much smaller cache, likely a whole lot less expensive than INTC's Conroe.

Bearing the foregoing scenario in mind, perhaps Dell is not so short-sighted as to blow off AMD fearing the risk of what if Conroe is just a stop gap effort by INTC with its "large cache fraudulent benchmark" feature.

Again, the large wafer space required by these large INTC caches, just might become a HUGE disadvantage in terms of production costs when AMD introduces its next generation of products.
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