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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: burn2learn who wrote (163043)	6/29/2005 1:06:09 PM
From: TGPTNDR	Read Replies (1) of 275872

b2l, Re: What is the most successful OEM on Earth. Maybe the have the winning plan and it works..for them. Dell is powerful enough not to have it's arms twisted, but instead to twist arms. Yet Intel only works for them. And they were once small and still had the same perspective. Given their MSS the market seems yet again to want Intel> That is the part I don't understand. Dell is a wholely captive company. HP, GTW, Sony, etc. have to know that and know that whatever rebates INTC is offering is less than DELL is getting. They have to know that the only way out of that spin cycle is to break it clean. AMD has to know that a single source AMD distributor is it's only path out save litigation -- yet they went litigation. Why? -tgp

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