Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: mas_ who wrote (198236)	5/21/2006 3:47:12 PM
From: Magrathea	Read Replies (2) \| Respond to of 275872

RE: EETIMES Despite the shift to AMD, Dell has been losing market share,.. Now that's just bad grammar. Yea, we've know for a year that DELL's own sales force has been asking for Opteron. Not just 4P Opterons, but the whole line. DELL's sales force still can only tell its customers no AMD 1P or 2P servers and you will have to wait 6 months for 4P. ... That'll ring the cash registers. "DELL is scrambling to embrace AMD..." Show me the products. Show me the road map beyond 4P. The issue on the table is whether DELL is serious about AMD products over the long term or is just a furiously flapping bird distracting the analyst dogs at the earnings announcement. Is there any evidence that AMD knew DELL would make this announcement at this time? Hector has speculated/hinted that DELL would become a customer, but he's been saying that for two years. The hints have been a little stronger of late and maybe that's all I/we could expect. OTOH, nothing about DELL's announcent on the afternoon of 5/18 seems well thought out. -Magrathea