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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.990.0%Dec 26 9:30 AM EST
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To: Magrathea who wrote (198065)5/19/2006 10:19:48 PM
From: Pravin KamdarRead Replies (1) of 275872
 
Magrathea,

We are on the same wavelength. I think that is exactly Dell's plan. Otherwise, why wait until the end of the year to adopt Opteron, if they have been evaluting it all along and customers are demanding it now. If they wait, and cancel, they don't lose a single Intel rebate or discount.

I think a good point to lighten up would be the day after the June first meeting. Let the dust settle, and get back in when K8L benchmarks start leaking out with high numbers, or 65nm proves to be what it is capable of.

Pravin
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