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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 253.73+1.6%3:59 PM EST
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To: dougSF30 who wrote (214904)10/25/2006 2:13:18 PM
From: jspeedRead Replies (2) of 275872
 
Now things are back to the point where they don't really need to.

I disagree. From the OEM perspective, PC prices have gone down the past 5 years yet Intel's ASPs have not. Consequently, OEMs have to accept lower margins because Intel has been effectively the sole source of the CPU.

It makes good business sense for OEMs to have two or more suppliers. They make more money and they have to take on less risk.

Dell still needs to use AMD (and Intel)
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