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

To: Rink who wrote (202121)6/14/2006 12:42:05 PM
From: Sarmad Y. HermizRespond to of 275872
 
re pricing.

Dell sells approx 14% of market for PC's world-wide. Whitebox sales are maybe 50%. Intel has been mentioning developing economies importance lately. So maybe they don't want to give a preference to a 14% (static) customer over the 50% (growing) set of customers. Besides, AMD has a strong position with white box makers. Could be Intel wants to increase share with them.



To: Rink who wrote (202121)6/14/2006 12:44:35 PM
From: PetzRespond to of 275872
 
re: Charlie/DELL... makes sense all around

Except that Intel apparently has NOT changed its business practices with distis. Just a counter-thought.

Petz


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