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

To: AMD_Dude who wrote (197988)	5/19/2006 3:34:00 PM
From: dougSF30	Respond to of 275872

it had to tell the Street something that tells them that they are taking the threat seriously, and if it said "just wait until woodcrest", the Street wouldn't buy it. But in effect, that is actually what they are doing. Bingo.

To: AMD_Dude who wrote (197988)	5/19/2006 3:35:24 PM
From: BUGGI-WO	Read Replies (1) \| Respond to of 275872

@AMD_Dude - Dell Resonable opinion, but what many people are seem to miss imho is that the ONLY reason why DELL was Intel only is because of given Monopol. Contracts. It was implicit stated by DELL itself, that if they had added AMD, the costs with Intel would go up, so NET would be best neutral or even negative. So when you start from this point it was reasonable for DELL to stay at Intel, when products aren't a big problem comp.wise. So when you ask me it really doesn't matter for huge SKU amounts - business designs, whether the speed is 5-10% higher or lower. Thats not the point, so what happened in the end? The OEM stayed with Intel because all the contracts were in place and Intel did ALL to update this year by year. We have seen in the last years at AMD, how hard it is to crack this position with oustanding products. So I advice EVERYONE to think about the given DELL implication. I have written nearly the same lines at WO:AMD. Its imho a turning or cross-over point. Nearly all Intel only OEM seem to loose Marketshare in all segments and the ones with AMD gain - its that easy. Be- cause AMD filled and action are now in place, I assume, that many CEOs are thinking further, whether they could stay 100% Intel. Its that easy. So I expect even more NEW things to come in the notebook space at the japanese OEMs, more in Business Desktop and much more in the Serverspace, where some people get now really headache. You will see new designs flowing in, late, but better start now ... just to think, that Intel could instantly stop this HUGE WAVE is laughable. They will constantly loose share. Bookmark this. BUGGI

To: AMD_Dude who wrote (197988)	5/19/2006 4:43:22 PM
From: Pravin Kamdar	Read Replies (2) \| Respond to of 275872

AMD_Dude, When I walk out on my patio by a certain tree, a dove comes out of nowhere and flaps it's wings a lot and flies away; while making a bunch of noise. For a while, I didn't realize that it was a diversion. It did a great job of keeping me from seeing the nest and hen only ten feet in front of me. Pravin.

To: AMD_Dude who wrote (197988)	5/19/2006 5:14:44 PM
From: mas_	Read Replies (2) \| Respond to of 275872

What everyone seems to be missing is that Dell will ignite sales of 4-way Opteron boxes. There are many sites that have Dell as their main OEM that have been crying out for Opteron. They will be forced to go 4-way if they want K8s from Dell and knowing Dell they will find a way to sell it cheaper than anybody else while still cleaning up. IBM will be forced to follow as well now with a 4-way. It's all good stuff for the highest margin K8 sales and of course Dell who now will sell relatively expensive FXs (via Alienware) and 8xx Opterons. He will obviously pick up any nice quad K8L fruit that's going later too. This is the last piece in AMD's competitive puzzle being put in place and we can see the full picture now and it's quite a pretty one, all Tier-1s will sell Opterons which kind of makes it the rip roaring success that the chosen and anointed one, Intel's Itanium, was supposed to be ! ;-).

To: AMD_Dude who wrote (197988)	5/20/2006 8:40:22 PM
From: Dan3	Respond to of 275872

Re: Make no mistake, Dell is and will continue to be very Intel centric, unless Intel NGA is not as good as everyone believes, which I doubt. You're ignoring the other end of the equation, which is that by the time Intel manages to get adequate yields of its future parts, AMD's parts may be quite a bit better than you expect. In fact, that's pretty much the only thing that could possibly explain Dell finally going with AMD - AFTER - the time when Intel's NGA is supposed to be available in high volume at decent binsplits.