SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 245.53-2.9%10:36 AM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: AK2004 who wrote (197630)5/18/2006 5:44:55 PM
From: eracerRead Replies (1) of 275872
 
Re: I hope you are wrong because if you are right Dell is just using yet another trick to renegotiate prices with intel. My take on it is that this time around there might be a reason for change. It is likely either production or performance issues with core 2 duo

There are no performance problems with Core 2 Duo and major production problems seem unlikely. Even if there were major production problems Dell would almost certain stay with Netburst a few extra months until the kinks were worked out.

And just because there are no performance or production problems with Core 2 Duo doesn't mean it would be impossible for Dell to offer Athlon 64s or Semprons anyway just like HP and others currently do.

On the flip side we could see Alienware move substantially from Athlon 64 to Core 2 Duo over the next year and potentially AMD could lose more from Dell/Alienware in desktops than they make up in 4-way servers.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext