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

To: burn2learn who wrote (163043)	6/29/2005 12:08:12 PM
From: dougSF30	Respond to of 275872

LOL!!! Intel's going to need a better defense than that!

To: burn2learn who wrote (163043)	6/29/2005 12:11:50 PM
From: gzubeck	Respond to of 275872

Ok, you buy all the dell equipment you want...and I'll think about buying everything else...;>)

To: burn2learn who wrote (163043)	6/29/2005 12:30:38 PM
From: UpNDown	Read Replies (1) \| Respond to of 275872

Yeah, right, Dell doing as they want I'd love to see Michael Dell in court. Q: Mr. Dell, have you had customers requesting Opteron systems? A: Umm, yeah. Q: Have you lost sales and/or have customers add other suppliers because you didn't offer Opteron systems? A: Umm, yeah. Q: Had you offered a single Opteron system, what would the financial impact from Intel have been? A: They'd have withheld $1 billion dollars. A quarter. But that isn't a threat, we could have offered the Opteron if we wanted.

To: burn2learn who wrote (163043)	6/29/2005 1:06:09 PM
From: TGPTNDR	Read Replies (1) \| Respond to of 275872

b2l, Re: What is the most successful OEM on Earth. Maybe the have the winning plan and it works..for them. Dell is powerful enough not to have it's arms twisted, but instead to twist arms. Yet Intel only works for them. And they were once small and still had the same perspective. Given their MSS the market seems yet again to want Intel> That is the part I don't understand. Dell is a wholely captive company. HP, GTW, Sony, etc. have to know that and know that whatever rebates INTC is offering is less than DELL is getting. They have to know that the only way out of that spin cycle is to break it clean. AMD has to know that a single source AMD distributor is it's only path out save litigation -- yet they went litigation. Why? -tgp