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

To: Pravin Kamdar who wrote (198080)	5/20/2006 7:41:22 AM
From: Plissken	Read Replies (1) \| Respond to of 275872

I'd venture the guess that the most prominent effect on AMD's revenue will not be from Dell but from the other customers improving their Opteron lineup to counter the perceived threat from Dell's Opteron based products. They may also push harder into other segments where Dell doesn't yet plan to employ AMD to sustain their taking of market share from Mikey. The further out and the more symbolic Dell's commitment is, the more it may actually benefit AMD because the established customers like HP, IBM or SUN will make more money using the products Dell only does kabuki around.

To: Pravin Kamdar who wrote (198080)	5/20/2006 11:12:41 AM
From: Rink	Respond to of 275872

re: it's almost as if [Dell's] waiting for 65nm. If so -- why? AMD is the only game in town with 4P today. Gotta assume that 65nm will be pretty good. ...or waiting for QC. Regards, Rink

To: Pravin Kamdar who wrote (198080)	5/20/2006 6:32:25 PM
From: Joe NYC	Respond to of 275872

Pravin, If Dell is serious (I give it a 50% probability; cynical Pravin), it's almost as if they are waiting for 65nm. If so -- why? AMD is the only game in town with 4P today. Gotta assume that 65nm will be pretty good. I think Dell will only do Socket 1207 Opteron, therefore, they can't launch anything before it is available (Summer?). There may be a month or 2 lag from 1207 launch and Dell availability, which could make it September to October, which is before the end of year. I don't think 65nm has very much to do with it. The first 65nm Opteron 8xx may be in 2007. Joe