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

To: TechieGuy-alt who wrote (197623)	5/18/2006 5:42:05 PM
From: dougSF30	Read Replies (1) \| Respond to of 275872

of a reasonable chip like Woodcrest arriving in quad core by Q107, why would Dell need AMD? Because that QC won't be competitive in a server system with more than 1 socket-- the bandwidth is not sufficient. Intel needs CSI to make decent 4S+ systems, or a new chipset a la IBM's hurricane, or something. Also, Dell wants to show its stockholders that it is doing something. 4S may be small, but it is something, and the PR is good, better than saying, "Wait for NGMA" to them, even if NGMA will be great.

To: TechieGuy-alt who wrote (197623)	5/18/2006 5:53:47 PM
From: Plissken	Read Replies (1) \| Respond to of 275872

I'm a bit more cautious than that. While Dell is nice to have for additional growth, they also pose a risk for AMD simply by the leverage they have over their suppliers - and them needing AMD this much may not be the dynamic of the relationship forever and ever. Right now I see AMD getting a foot in the door with rather low downside potential and the added benefit that the existing Tier-1 customers have to ante up to stay ahead of Dell on Opteron (and possibly a corporate lineup). So today, all good news, going forward watch out for the big bad wolf.