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: Plissken who wrote (197650)	5/18/2006 5:58:24 PM
From: TechieGuy-alt	Read Replies (1) of 275872

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. In the forever time frame we are all dead! :) However, the big thig that I see is that this will put some _real_ pressure on IBM to _really_ embrace AMD across the board. They hinted at that. There is really no reason not to anymore. IBM will now be attacked from all sides by HP, DELL and SUNW. TG

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