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 221.02+6.4%Jan 13 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: dougSF30 who wrote (197745)5/18/2006 7:52:10 PM
From: Joe NYCRead Replies (1) of 275872
 
Doug,

I guess it could be that AMD *was* holding out for a larger deal, but when it became clear that NGA was going to be extremely good, they accepted a smaller deal in the segment they will still outperform in.

No. I think Dell may have been hoping for desktop parts earlier, like 6 months ago, at quantities AMD could not deliver, so that deal did not go through. Instead of jumping on the tail end of Socket 940 server parts, Dell will just start with Socket 1207 parts.

Joe
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News