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To: Elmer Phud who wrote (151530)	2/23/2005 1:05:52 PM
From: j3pflynn	Respond to of 275872

Dell/Rollins - Yada, yada, yada. Stunning! NOT. Same ol' same ol'.

To: Elmer Phud who wrote (151530)	2/23/2005 1:06:27 PM
From: dougSF30	Respond to of 275872

"We believe that Intel has responded," Rollins said of how Intel had offered buckets of 'co-marketing' incentives and price reductions to Dell. "That is now beginning to Dell more at ease that we don't need to make a shift (to AMD)," he said.

To: Elmer Phud who wrote (151530)	2/23/2005 2:07:15 PM
From: Smallpops7	Read Replies (2) \| Respond to of 275872

Looks like Hector will be eating his words. Remember this almost year old article: Dell Will Join Opteron Party, AMD CEO Says eweek.com I wonder how Hector feels now. Smallpops

To: Elmer Phud who wrote (151530)	2/23/2005 2:08:05 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 275872

pcworld.com AMD. Company says its high-end desktop processor will remain a single-core chip.

To: Elmer Phud who wrote (151530)	2/23/2005 2:26:47 PM
From: AK2004	Respond to of 275872

re: company's customers and key Wall Street analysts had begun demanding that Dell start offering PCs based on AMD chips hmmmm...... "intel inside" anyone?

To: Elmer Phud who wrote (151530)	2/23/2005 2:56:07 PM
From: TechieGuy-alt	Read Replies (2) \| Respond to of 275872

Rollins said his company's customers and key Wall Street analysts had begun demanding that Dell start offering PCs based on AMD chips after.... Thought that Dell always maintained that no customer was demanding AMD chips in their lines! TG

To: Elmer Phud who wrote (151530)	2/23/2005 3:39:05 PM
From: Gary Hoyer	Respond to of 275872

This is quite a tentative statement of confidence. If you look at his words they sure don't offer a resounding endorsement: - *Dell Inc. (DELL.O: Quote, Profile, Research) has renewed confidence in Intel Corp* This is an amazing statement and it certainly implies that their confidence had wanned, probably significantly, in their sole supplier of processors. As a Dell customer I would not be feeling warm and fuzzy that they had to suddenly announce "renewed confidence" in their sole supplier of processors. - *"We believe that Intel has responded,"* Responded? That's the best line he can come up with? If he had said Intel responded with a clearly superior line that will crush the competition then as a potential customer I would feel convinced that Dell feels convinced that their products are superior products and therefore I should buy them. However, that's not the case, there is no indication that the response was even positive. Did they hit a home-run or a foul ball? Not saying decisively speaks volumes. - *"That is now beginning to put customers more at ease...* More at ease? Sounds like Dell has some bug customers who are questioning their future roadmap and the consequences it may have in terms of performance, competitiveness etc. The fact that Intel's "response" is only "beginning" to put these customers at ease means the jury is still out. How these knee-jerk response processors perform when they are finally released will be the true deciding factor. Finally, just to be clear, I'm not offering this commentary as a reason Dell will once again reconsider AMD. My point here is that for Dell to say they are no longer looking at AMD based on such a weak endorsement of Intel reeks of insincerity and the IT managers who are on the fence can certainly smell it.