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

To: Joe NYC who wrote (183195)	1/12/2006 10:26:57 PM
From: Joe NYC	Respond to of 275872

Chip analysts put little faith in AMD-Dell rumors ...This kind of speculation is not new, according to Martin Reynolds, an analyst with Gartner Inc., a Stamford, Conn. research firm. Reynolds said Dell, which has an exclusive relationship with Intel Corp., occasionally feeds the rumor mill to remind Intel that their options for new processors are open. "It could very well be a negotiating ploy," Reynolds said. Reynolds added that the possibility of Dell migrating from Intel to AMD is unlikely. "I think it was possible a few years ago," he said. "But the new processors Intel is introducing should serve Dell's needs for price and performance." Reynolds also said that AMD has had difficulty keeping up with demand for its semiconductors. He said that Dell's manufacturing demands are huge, so taking on a relationship with the computer giant could prove to be a bad move for AMD. As the number two chip-maker, Dell would be quite a get for AMD, according to analyst Gordon Haff of Illuminata, Inc., in Nashua, N.H. However, Haff agreed with Reynold's view that a new relationship between Dell and AMD is doubtful. "Michael Dell likes to periodically send messages to Intel that Dell does have the option of introducing AMD," Haff said. searchwin2000.techtarget.com