Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.83

+1.7%

Jan 16 9:30 AM EST

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To: mcmab who wrote (198119)	5/20/2006 12:28:11 PM
From: TechieGuy-alt	Read Replies (2) of 275872

I smell a rat. I agree with others here who think this is a setup. Publically, that's a dangerous game to play- because it may get away from them. Obviously, all the current Intel only OEM's (Sony, Toshiba, IBM in their mainstream server lines etc.) can't be in on it. The "Dell adopts AMD" is a very very powerful story. It'll be written up on the cover pages of industry mags everywhere (or at least very prominantly). IT's folks will also get the message. These other OEM's will feel the pressure to rebalance their sockets with AMD (thinking along the lines of: "Boy if Dell has gone AMD- what do they know about their closest supplier- we better go AMD too"). Plus, not to mention the fact that it's extremely demoralizing to the general Intel employee. This is not a game- at least not one setup like you are imagining. Too much potential for image damage to Intel and image boost to AMD- just by the announcement. TG

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