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

To: Joe NYC who wrote (197677)	5/18/2006 6:13:20 PM
From: dougSF30	Read Replies (2) \| Respond to of 275872

Joe, AMD should've tried to get some commercial desktop & notebook presence along with the 8xx parts, was my thinking there. I believe a few people here have previously posted that they were confident that Hector would never agree to only supply 8xx Opterons... Doug

To: Joe NYC who wrote (197677)	5/18/2006 6:15:01 PM
From: TechieGuy-alt	Respond to of 275872

What, should AMD have refused to sell Dell 8xx chips? Dell wants them, and it (he) can have them, just like any other OEM. AMD happens to be the strongest, Intel the weakest here, and my guess is that Dell share of the 4 way market was heading to zero (with Paxville). Plus, I think that a lot of folks are missing the big picture here. Companies like to buy from limited suppliers and this is accelerating. SUNW made a comment re. this in their last cc. That's why they bought StorageTech. Plus, remember the comment from the IBM server guy who said that he got significantly more pull though with AMD servers (!) than Intel servers. Not having competitive 4S servers was probably causing a huge deleverage effect on other sales too. Specially since, there were otehr better options for customers- HP and IBM. TG