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

To: niceguy767 who wrote (196527)	5/12/2006 8:53:28 AM
From: eracer	Read Replies (2) \| Respond to of 275872

Re: You can only hope that Dell doesn't go AMD...(in effort to stem the accelerating customer erosion)...INTC is denuded the day Dell goes AMD! Was Dell denuded the day IBM picked up AMD, or did Intel still retain 98+% of IBM's business? Even in the somewhat unlikely scenario that Dell does sell AMD systems they could severely handicap their attractiveness by only offering a few models, or play games with pricing and availability. Low AMD volumes (<10%) in a couple segments and no volumes in the rest may keep Intel happy enough and subdue much of the Wall Street criticism.