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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 233.54-1.8%Nov 7 9:30 AM EST
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To: fastpathguru who wrote (266916)4/18/2011 5:42:36 PM
From: Elmer PhudRead Replies (1) of 275872
 
Do YOU have any visibility into the role these factors played at DELL?

I certainly do. I've worked on products used by Dell but that need not be a factor here. Every company takes far more than price into consideration when choosing a design win.

you're just making the assumption that they played THE key role in the decision(s), without any evidence.

You have that backwards. Every company does it that way. It's the industry standard and you have no evidence otherwise.

I HAVE multiple, corroborating streams of evidence that Intel payed DELL to stay Intel-exclusive.

You have evidence that, if interpreted your myopic way, would draw your conclusion, provided you saw no other evidence. As I said, Intel doesn't trash talk to the press, that's AMD's crybaby game.

Was DELL's business model to NOT serve their customers?

Dells' business model is to maximize profits for Dell.

DELL's customers were demanding AMD, and voting with their feet for DELL's competitors who WERE offering AMD.

Again, if you understood the business you'd realize that design decisions are made well before products hit the market. In retrospect, Dell made the wrong decision but contrary to your view, parts are not parts, and Dell had already charted their course for that product cycle. You think they can just open a bag of AMD instead of Intel chicken nuggets and dump them into the deep fryer. It doesn't work that way.
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