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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 221.02+6.4%3:59 PM EST
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To: Rink who wrote (197855)5/19/2006 10:54:41 AM
From: dougSF30Read Replies (3) of 275872
 
Dell went AMD in high end servers because of QC and K8L.

What's wrong with the simpler explanation?

Dell went AMD in high end servers because Intel doesn't have a competitive 4S solution, and won't until H207 at the earliest. If they started on the project at the end of last year, that would be within a couple months of the dud known as Paxville MP.
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