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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 259.65+2.3%3:59 PM EST
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To: j3pflynn who wrote (196529)5/12/2006 9:21:46 AM
From: eracerRead Replies (2) of 275872
 
Re: eracer - I doubt AMD would complain about 5% of Dell's CPU business volume. :)

As evidenced by the recent Henri Richard interview AMD will offer praise no matter how tepid a partner's support is. :-) My guess is Dell would primarily be interested in 4S servers. I doubt AMD would have much of a chance at any business notebooks, desktops, workstations, 1S servers, etc. In that case AMD and Dell get a PR victory and AMD perhaps gets a couple percent bump in revenue while Intel doesn't lose any significant Dell dollars.
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