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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Dan3 who wrote (182716)	11/21/2005 3:36:31 AM
From: Informatiker	Read Replies (1) \| Respond to of 186894

forbes.com Even without DELL AMD is fine - I have bought some AMD-shares.

To: Dan3 who wrote (182716)	11/21/2005 8:12:55 AM
From: smooth2o	Respond to of 186894

Just curious - what would you think if Dell dumped Intel?.. So, what would you think it meant for Intel's future and Intel's position in the industry. **** Dell can't dump Intel, it would be too risky, they don't know that AMD can supply them the way Intel can (back up the truck at 3:12pm...). Not to mention volumes. If Dell can determine that not having AMD is actually causing loss of sales or market share, they should pick up AMD. I don't think that's the case, tho'. Problems are more intrinsic. It would be far better to include AMD in specific areas, like servers, first, where Dell needs it, at least to see the market reaction, attraction... If Dell does pick up AMD, it will instill doubts about Intel's roadmap not being perceived by Dell as strong enough to keep Dell's market share, probably stated by Dell. It will give some permanancy to AMD's architecture as having advantages that Intel is not able to overcome in the short timeframe, next few years. It would also put a serious dent in the Intel/Dell relationship. Expect things to change there. Expect Intel to still do a good job at Dell, they would still be a top customer. I think Intel would look at it as deserved for lack of attention to their roadmap. In the short term, it could mean a quick 1-2 year ramp in AMD's market share up to the 20-25% range. That would start a price war IMO, so maybe only to 20% max. In the long term, if Intel lost market share, things would accelerate at Intel with respect to OMC, 45nm, communications, etc. Just my guess. BTW, I'm not so sure that won't happen. Smooth