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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 207.67+2.2%3:59 PM EST

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To: gzubeck who wrote (197391)5/17/2006 7:51:52 PM
From: PetzRead Replies (1) of 275872
 
re: Why would otellini go to jail if the ramp was slow through out the year? OK, not jail, but shareholder suits if they don't live up to the ramp they promised. Clearly, if the ramp is too slow for DELL to meet the needs of their business customers for Vista-certified 64-bit performance, DELL must jump ship.

I think the problem for Intel is really notebooks, not servers. All their netburst stuff for servers is Vista 64 ready, ZERO of their notebook stuff is, at this point in time, and won't be until 3 months before the OEM Vista release.

The guns are to Michael DELL's head -- "deliver or we jump!"

Best solution is to duck and let the bullet hit Intel.

Petz
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