So what is Mort Topfer doing on AMD's board?
Kevin might want to clarify.
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Former Dell exec takes spot on AMD board
Published: February 7, 2005
During his tenure at Dell, Topfer is said to have mentored chairman Michael Dell and to have helped recruit Rollins.
"We believe there will come a time when we use AMD products, too," Rollins said during a Boston appearance in November.
But it's unclear when that time will come. Rollins has also said Dell--which considers business computers such as servers, storage systems and services to be its main focus--wasn't seeing overwhelming customer demand for AMD Opteron processor servers.
cnet.com
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finance.yahoo.com
Looks like Dell has gotten some components rather cheaply over the past five years.
Speaking to investors at the Goldman Sachs Technology Investment Symposium, Rollins said Dell's rapid order turnaround allows it to benefit even when the market declines, as falling component costs help it gain market share.
"If the market does slow down, we don't worry a lot about that at Dell," Rollins said.
yahoo.reuters.com
That's really great to hear Rollins can trust and count on Intel so much that he never worries about downturns because he gets low-cost components.
But I wonder, is Intel granted this same level of trust in return?
Allow me to understand this better - Kevin said he got components cheap during the downturn, but had said he wanted to dump Intel during a recovery?
Am not sure I understand his definition of trust here.
On a different note, I hear Dell Corp doesn't sell too well in China and since Greenspan is signaling concerns over US consumer spending (an area that Dell does very well), maybe Intel should ponder if it can trust Dell's capabilities in China, since Kevin apparently has a puzzling definition of trust.
Regards,
Amy J |
