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

To: Meathead who wrote (174541)	2/28/2005 9:25:43 PM
From: Elmer Phud	Respond to of 176388

Meathead - You make some very good points and I share a lot of your perspectives. There is one point that I am not as convinced as you: There's no question that for specific applications AMD has good processors and they can deliver... No? I prefer to say maybe. It is clear they can post benchmarks that indicate their products would be well suited for some applications but the low volume coming out of AMD's fab compared to the theoretical capacity leaves open the question, is it low demand or poor yield that accounts for the disparity? It used to be pretty easy to calculate capacity when there was only one die size, or at most two. Clearly AMD was shipping well under potential and at times when Intel was capacity constrained AMD still couldn't sell out what they "should" have been able to produce. That was a strong case for yield problems. Today it's more difficult because of multiple processes running simultaniously and multiple die sizes. The lack of clear data on product mix doesn't help either but one thing is clear, the SOI process is notoriously problematical. All this brings into question AMD's ability to reliably supply multiple customers. They may be simply spread too thin and Dell sees no reason to spend the R&D and support an alternative architecture that is not rock solid in it's ability to deliver. IMHO.