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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 200.98+1.4%3:59 PM EST

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To: aleph0 who wrote (201956)6/13/2006 7:32:44 PM
From: AK2004Read Replies (2) of 275872
 
aleph0

just listened to few minutes out of 1 hour DELL talk. Few bits about future multi-core multi-CPU AMD servers - nothing new.

anything more - AMD got great product but short of high end servers we have no announcements for today

intel - we are their biggest client and they are our biggest supplier (I would say that at this point in time intel is the only supplier)

in short nothing ruled out and nothing new added

I think that Dell might be on the level considering that Intel is unlikely to meet Dell's demand for conroe and going after the lowest end through p4 would not make up for it

just my 2c
-AK
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