SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Plissken who wrote (197616)5/18/2006 5:33:15 PM
From: TechieGuy-altRead Replies (2) | Respond to of 275872
 

In good news the low volume in 4S systems and lack of Intel product won't give Dell much leverage to put pricing pressures on AMD.

Pricing pressure? What pressure? Did you miss the entire reality in which Dell PICKED AMD because they had no other option!! This is after dissing AMD tech as late as about a Q ago.

AMD is in the drivers seat. Doug can delude himself that "it's only multiprocessor" systems, but with Dell not that strong in 4S in the 1st place AND with the advent of a reasonable chip like Woodcrest arriving in quad core by Q107, why would Dell need AMD?

This is a long term pick. The competitive dynamics have changed in a way that very few people are picking up on.

TG



To: Plissken who wrote (197616)5/18/2006 5:37:37 PM
From: dougSF30Respond to of 275872
 
Oh, I'm sure the leverage was already placed, in order for AMD to get the deal & PR win. Although Hector gave Dell 8xx Optis without any desktop or mobile wins, so maybe most of Dell's leverage was used there.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News