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

To: AK2004 who wrote (197630)	5/18/2006 5:44:53 PM
From: gzubeck	Read Replies (1) \| Respond to of 275872

It's a combination of the two...if AMD continues to execute over the next six months and Intel has problems Dell is not going down with the ship trying to sell Hot pentium 4's...I think the Apple deal and the continued loss in sales over the last six months really pissed off Dell management...its simple really; if AMD executes well and Intel doesn't this first shot across the deck could become a hail of bullets by the end of the year...

To: AK2004 who wrote (197630)	5/18/2006 5:44:55 PM
From: eracer	Read Replies (1) \| Respond to of 275872

Re: I hope you are wrong because if you are right Dell is just using yet another trick to renegotiate prices with intel. My take on it is that this time around there might be a reason for change. It is likely either production or performance issues with core 2 duo There are no performance problems with Core 2 Duo and major production problems seem unlikely. Even if there were major production problems Dell would almost certain stay with Netburst a few extra months until the kinks were worked out. And just because there are no performance or production problems with Core 2 Duo doesn't mean it would be impossible for Dell to offer Athlon 64s or Semprons anyway just like HP and others currently do. On the flip side we could see Alienware move substantially from Athlon 64 to Core 2 Duo over the next year and potentially AMD could lose more from Dell/Alienware in desktops than they make up in 4-way servers.