Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.99

0.0%

Dec 26 9:30 AM EST

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To: Magrathea who wrote (198065)	5/19/2006 11:04:11 PM
From: Pravin Kamdar	Read Replies (4) of 275872

If Dell is serious (I give it a 50% probability; cynical Pravin), it's almost as if they are waiting for 65nm. If so -- why? AMD is the only game in town with 4P today. Gotta assume that 65nm will be pretty good. Anyway, I don't really care what Dell does. Their announcement will trigger a domino affect across industry holdouts. That will give AMD an Opteron boost to counter the pressure that NGA is going to put on X2 ASPs. I would prefer if AMD didn't sell Dell a single chip. Maybe I'll just throw in with HP. They know the roadmaps and can worry about the details, so I don't have to. Pravin.

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