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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Taro who wrote (288598)	5/19/2006 8:59:59 AM
From: combjelly	Respond to of 1571808

"As we speculated recently, AMD entering Dell were imminent." It would have never happened if Dell hadn't of had such a disasterous quarter. I mean guiding lower last week and still missing even the lowered guidance meant things had gone critical. If the recent Sanmina-SCI announcement that they had landed a contract for a Tier 1 supplier for servers is the Dell deal, some interesting possibilities arise. Because one arrow in Sanmina-SCI's quiver is Horus. And Horus is disruptive technology. So far, no Teir 1 has touched it because it could cause problems with their existing product line. But Dell doesn't have an existing product line with that class of capability. So they have nothing to lose and quite a bit to gain...