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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 222.88+0.8%3:41 PM EST

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To: dougSF30 who wrote (197684)5/18/2006 7:09:14 PM
From: Joe NYCRead Replies (2) of 275872
 
Doug,

AMD should've tried to get some commercial desktop & notebook presence along with the 8xx parts, was my thinking there. I believe a few people here have previously posted that they were confident that Hector would never agree to only supply 8xx Opterons...

I don't think you are being realistic. Commercial is still the area AMD is trying to penetrate - with the most friendly partner - HP, and it has not been easy. If AMD relationship with Dell went beyond anybody's expectations, commercial market would be the last to penetrate.

Some 10,000 Opterons / Q are not enough leverage to make it happen

Joe
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