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

To: Petz who wrote (196583)	5/12/2006 3:40:13 PM
From: dougSF30	Read Replies (5) \| Respond to of 275872

Dell would matter, it just seems extremely unlikely to happen, given that Dell has nearly "crossed the desert of lagging performance" at this point. Why incur Intel's displeasure a month or two before Intel retakes the lead? I don't think it makes sense from the Dell side, having waited this long.

To: Petz who wrote (196583)	5/12/2006 4:42:51 PM
From: AK2004	Respond to of 275872

re: AMD should not place conditions on its customers like the bad guys do Dell is free to buy AMD chips on open market. As far as OEM discounts then those should be reserved for OEMs that do not try to create a bad publicity for AMD. AMD should not encourage Dell's practice. Just my 2c -AK

To: Petz who wrote (196583)	5/12/2006 8:23:06 PM
From: neolib	Respond to of 275872

There seem to be a lot of AMD bears here telling us that DELL doesn't matter. I'm responding to those who think a very minimal Dell deal might happen. IMO, a minimal Dell deal has no value to either Dell or AMD, so it will not happen. It makes no sense for Dell to shed its Intel only image (and whatever that brings them from Intel) for a very minor role in 4P servers, while not benefiting from AMD products in other areas. Similarly for AMD, they gain very little if all Dell does is sell 10K server CPUs/Qtr which are all stolen from HP or SUN. If Dell were to adopt a more open position with AMD as HP has, then yes, there is mutually beneficial business for both AMD and Dell (again, Dell's Intel relationship might negate this) and it makes sense to proceed. There is very little reason for AMD to accommodate Dell in a short term (couple quarters) pinch for very limited products (4P servers) only to see Dell ditch AMD completely when Intel has a competitive product again.