Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.80

+1.7%

Jan 16 3:59 PM EST

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To: TechieGuy-alt who wrote (197623)	5/18/2006 5:53:47 PM
From: Plissken	Read Replies (1) of 275872

I'm a bit more cautious than that. While Dell is nice to have for additional growth, they also pose a risk for AMD simply by the leverage they have over their suppliers - and them needing AMD this much may not be the dynamic of the relationship forever and ever. Right now I see AMD getting a foot in the door with rather low downside potential and the added benefit that the existing Tier-1 customers have to ante up to stay ahead of Dell on Opteron (and possibly a corporate lineup). So today, all good news, going forward watch out for the big bad wolf.

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