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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 253.73+1.6%Jan 22 3:59 PM EST

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To: neolib who wrote (196550)5/12/2006 3:22:03 PM
From: PetzRead Replies (3) of 275872
 
re: <<My guess is Dell would primarily be interested in 4S servers...>>

<So why would AMD do such a deal? To screw HP...>


AMD should not place conditions on its customers like the bad guys do. HP can take care of itself. Did AMD protect HP against Sun? There seem to be a lot of AMD bears here telling us that DELL doesn't matter. It DOES matter. A DELL win would be equivalent to the PC Growth forecast being raised by 5-10% overnight.

Petz
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