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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 245.53-2.9%10:36 AM EST
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To: TechieGuy-alt who wrote (197623)5/18/2006 5:42:05 PM
From: dougSF30Read Replies (1) of 275872
 
of a reasonable chip like Woodcrest arriving in quad core by Q107, why would Dell need AMD?

Because that QC won't be competitive in a server system with more than 1 socket-- the bandwidth is not sufficient. Intel needs CSI to make decent 4S+ systems, or a new chipset a la IBM's hurricane, or something.

Also, Dell wants to show its stockholders that it is doing something. 4S may be small, but it is something, and the PR is good, better than saying, "Wait for NGMA" to them, even if NGMA will be great.
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