Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 249.91

+7.7%

3:48 PM EST

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To: Charles R who wrote (43479)	6/8/2001 8:04:10 PM
From: Bill Jackson	Read Replies (1) of 275872

Charles, The smart OEMs see that what is good for AMD is good for them in terms of a stick to make Intel drop prices. CPQ and IBM as well as GTW saw that. Dell saw that and decided to let the others support AMD, but would not bear any of that cost themselves. Now we see the same situation. if no-one in the top tier supports AMD than xeon prices will not fall. That means that CPQ as well as IBM will buy and use AMD server parts as soon as they are qualled. It is self defence against Dell who gets better pricing than they do. None of them want to go back to the bad old days og the intel monopoly and $500 ASPs(more or less) bill

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