SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 221.450.0%Dec 11 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: eracer who wrote (207612)8/4/2006 5:48:43 PM
From: niceguy767Read Replies (2) of 275872
 
"Dell doesn't care much about "equivalent performance" as they have proven for many years. They care about price and adequate volumes."

Wishful thinking once again eracer. (Man have you got a serious bout of INTCitis!)

Dell has been forced by market dynamics to come to AMD. I'm guessing that Dell's shift has taken so long because AMD wouldn't move on its price points and Dell has been finally brought to its knees by the prospect of having to offer P4 product which nobody wants.

As far as "equivalent performance" pricing, you may be right that Dell hasn't had to bother with it in the past, that is until their margins went down the toilet trying to foist an inferior P4 product lineup on its constituency. AMD's Opteron has finally shattered the INTC myth, and if I were long INTC, I'd read the signposts and hightail real fast. I mean if Dell has gone AMD, the INTC monopoly, and all the fair/unfair advantages it bestows upon its adherents has been shattered leaving INTC lost in the woods totally reliant upon 1M CMW's in Q3 to pull it thru. Talk about an emperor with no clothes on! ;-)

Now that Dell's door has been opened, don't be too surprised if AMD achieves 30% Revshare in 2007 a year ahead of its target. (You're no disputing such a potential outcome are you? ;-)
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News