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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Elmer Phud who wrote (174537)	2/28/2005 9:00:12 PM
From: Meathead	Read Replies (1) \| Respond to of 176388

Re: It was ahead until recently? Not much to brag about... Not bragging about anything. Save that for the AMD and Intel threads where everyone gets all wrapped around the axle about even the slightest suggestion that one processor may have advantages over the other or who shipped X number of units according to IDC. The important issue lies on the business end of why decisions are made IMO. They made their decision based on what each company has to offer and who can deliver. That's the conventional wisdom, but only a fraction of what has to be considered for Dell welcome AMD into the fold. There's no question that for specific applications AMD has good processors and they can deliver... No? But just to allow one AMD product onto the roadmap equates to a major commitment in Dell's limited R&D infrastructure... and that takes time and costs money. And once you've done it, you better be willing to sprinkle AMD all over the roadmap if you want to recover your investments. Otherwise, you've just wasted a bunch of the aforementioned for a one-time offering once Intel responds to the challenge and then raises the bar... again. It's going to be back and forth between these two so I need someone to help me understand why Dell would want to add a layer of complexity to their development model in response to a zero sum game. I've seen people's heads explode arguing the virtues of their favorite cpu architecture ad-nauseum and tit for tat benchmark wars. As if these should be the major drivers as to why Dell needs to add AMD to their portfolio lest they be left behind. They really miss the big picture. If AMD's processors were far superior to Intel's... and, Dell's customers were demanding them, Dell would be all over it in the market segments for which it mattered. But that's just not the case. And I seriously doubt that AMD will ever develop a substantial and sustainable lead. And so it goes. Dell continues to shred the competition quite nicely year after year without the use of AMD processors. I've yet to see anyone offer up a sound business proposition as to how Dell would benefit strategically and financially by using AMD. MEATHEAD