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

To: eracer who wrote (196528)	5/12/2006 9:08:37 AM
From: j3pflynn	Read Replies (1) \| Respond to of 275872

eracer - I doubt AMD would complain about 5% of Dell's CPU business volume. :)

To: eracer who wrote (196528)	5/12/2006 5:57:36 PM
From: niceguy767	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." The CPU world stage has changed with Opteron. The customer now seeks choice as evidenced by HPQ's growing share. Dell is providing a disservice to their customer base by not offering choice. Dell is now paying for this lack of consideration for its customer base. I'm guessing that Dell customers will continue to walk to seek out choice even in a more competitive environment as long as Dell remains inconsiderate. Only one way out for Dell should Dell wish to remain competitive.