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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Rink who wrote (155209)	4/7/2005 3:09:33 PM
From: Joe NYC	Respond to of 275872

Rink, The changes would drive up initial production costs He must be talking about the reduction of discount from Intel. Joe

To: Rink who wrote (155209)	4/7/2005 3:15:50 PM
From: Elmer Phud	Read Replies (2) \| Respond to of 275872

Rink ..."We are still looking at AMD; they have fairly good technology," Rollins said in response to a reporter's question at a press conference that took place at the conclusion of Dell's annual analysts' meeting for Wall Street and news media. I thought AMD said that DELL wasn't part of their future plans?

To: Rink who wrote (155209)	4/7/2005 3:20:03 PM
From: DRBES	Respond to of 275872

eff dis be it, et am a sellin portunity

To: Rink who wrote (155209)	4/7/2005 3:53:58 PM
From: Tomcat	Read Replies (2) \| Respond to of 275872

But Rollins said that any decision to make AMD its second supplier of microprocessor chips, which function as the brains of PCs, would be complicated by the sweeping changes required for related components inside Dell PCs. So they have to buy a different motherboard a different processor and chipset and a lower wattage power supply. I guess that would be too complicated for a company like Dell.

To: Rink who wrote (155209)	4/7/2005 4:47:51 PM
From: Petz	Read Replies (1) \| Respond to of 275872

re: Rollins: <sweeping changes required for related components inside Dell PCs> motherboards? Aren't these all contracted out, even though they are non-standard? Even if DELL is 0% ATX, 100% BTX or 100% something else, contracting out for a BTX or proprietary motherboard would have been done already if DELL ever really evaluated AMD as a supplier. memory - they're still building Celeron machines with DDR hard drives - identical optical drives - identical power supplies - identical (though proprietary), if a bit overjuiced video cards - identical So I say he's blowing smoke and DELL never really evaluated doing it. BTW, did you know that DELL docking stations use a proprietary DV connector with a smaller key hole so you are forced to buy a $50 DELL DV cable if you try to hook up a non-DELL LCD to it? Petz

To: Rink who wrote (155209)	4/7/2005 5:11:49 PM
From: Gary Hoyer	Read Replies (1) \| Respond to of 275872

I wouldn't be reading anything deep into Rollin's statement. Remember, Dell didn't announce they are still looking at AMD, Rollin's just gave the standard boilerplate company response to a reporter's question. What may be more interesting is the increasing pressure via questions from the press and analysts at every Dell function as to why they aren't yet selling Opteron servers. If reporters and analysts are turning up the heat you know customers are too, just not the right customer(s) to turn the Dell ship. And who might those be? Well if the Federal Government or Boeing one day demanded it... nuff said.