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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 203.14-0.8%Jan 9 3:59 PM EST
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To: dougSF30 who wrote (214774)10/24/2006 5:34:54 PM
From: PetzRead Replies (1) of 275872
 
re: <How do you know? -- (what DELL actually SAID)> and <Intel has long used the "MP" designation for 4+>
How do I know what DELL said? Because it was in their earnings summary and I quoted it:

# In the enterprise, we will launch new ninth generation servers featuring Intel's Woodcrest microprocessors. Dell will also introduce new AMD Opteron processors in our multi-processor servers by the end of the year offering a great new technology to our customers at the high-end of our server line.

DELL did not use the Intel "code word" MP, but the more generic multi-processor servers. As I said, purposefully ambivalent and I called it right.

And, by the way, we both were wrong on the timing of DELL's Woodcrest servers, they did not arrive in Q2, as you said or Q4 as I said *might* happen. They arrived in Q3.

Petz
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