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

To: dougSF30 who wrote (196584)	5/12/2006 3:54:31 PM
From: Petz	Respond to of 275872

I agree, if it happens it must be because DELL knows something about Intel volumes of NGA in general, or power levels of C2 Duo notebook chips. TDP is not the whole story. A high speed FSB sucks a lot of power that doesn't show up in the CPU's thermal TDP or even CPU+MTH thermal TDP. Petz

To: dougSF30 who wrote (196584)	5/12/2006 3:54:55 PM
From: Magrathea	Read Replies (1) \| Respond to of 275872

Dell would matter, it just seems extremely unlikely to happen, I agree with you there. Conversely, if it did happen, it would imply that NGA "has no clothes." But is is nothing to base an AMD stock purchase. Having AMD start to show its hand these next three weeks, that's another matter. -Magrathea

To: dougSF30 who wrote (196584)	5/12/2006 4:09:08 PM
From: TechieGuy-alt	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. Unless of course the position of AMD has changed in the industry. Perhaps the industry has changed too? A 10-20% lead here or there may not matter in the grand thing of things- just like a 50% AMD price advantage never mattered in the past. Just a prespective that we may have to dig into in case Dell does go AMD- not a given and like you say- may not happen. Time will tell. TG

To: dougSF30 who wrote (196584)	5/12/2006 4:54:30 PM
From: AK2004	Read Replies (4) \| Respond to of 275872

Doug Dell presents HUGE risk for AMD. Just imagine the following scenario: 1) Dell adopts Opterons 2) Intel renegotiates with Dell for 3) and 4) 3) Dell put out few AMD based systems with 2nd rated components 4) Dell drops Opterons with negative comments about AMD's reliability 5) wall street issues negative reports 6) corporate buyers limit AMD purchases Dell publicly commented on AMD's reliability after renegotiating with intel few times already so the scenario is not that unlikely just my 2c -AK

To: dougSF30 who wrote (196584)	5/12/2006 5:58:11 PM
From: Tomcat	Read Replies (2) \| Respond to of 275872

All I know is that Dell has problems for the first time since its notebook disaster 14 years ago or so. Staying 100% Intel is not going to work anymore. They have to be losing customers because of it. Not everyone is going to want to go with Woodcrest and FB-Dimms. Dell is in control and not Intel. Intel is just another supplier. Dell may lose some of Intel's marketing money, but it will be less then what it will lose when customers go to a competitor. And there is no way Intel can retaliate without pushing Dell closer to AMD. Dell needs to embrace AMD. Whether they will is another story.