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

To: eracer who wrote (207612)	8/4/2006 5:24:49 PM
From: plantlife	Read Replies (1) \| Respond to of 275872

I think the AMD platform is cheaper than the Intel platform. The Chipset is cheaper since the memory controller and the HTTP connection are on chip, making it easier to engineer and manufacture. In desktops, Dell is using Nvidea's 6100 Integrated Graphics, which is a very inexpensive platform with excellent quality audio and video. I built one (6100), with a 69 dollar Biostar Board on a 754 socket system, and another with 6150 IGP on a 939 pin Microstar Board which was even better. They're not recommended for gaming, but are easy systems to build with decent quality including Digital Vidio Output on the 6150 IGP Microstar. As for cost, the Microstar was 80 dollars at Newegg. Add a HD, Memory and a Chip, and you have an excellent system at giveaway prices. Dell can make a lot of money on these. I would bet he gets the MBDs for 25 dollars.

To: eracer who wrote (207612)	8/4/2006 5:48:43 PM
From: niceguy767	Read Replies (2) \| Respond to of 275872

"Dell doesn't care much about "equivalent performance" as they have proven for many years. They care about price and adequate volumes." Wishful thinking once again eracer. (Man have you got a serious bout of INTCitis!) Dell has been forced by market dynamics to come to AMD. I'm guessing that Dell's shift has taken so long because AMD wouldn't move on its price points and Dell has been finally brought to its knees by the prospect of having to offer P4 product which nobody wants. As far as "equivalent performance" pricing, you may be right that Dell hasn't had to bother with it in the past, that is until their margins went down the toilet trying to foist an inferior P4 product lineup on its constituency. AMD's Opteron has finally shattered the INTC myth, and if I were long INTC, I'd read the signposts and hightail real fast. I mean if Dell has gone AMD, the INTC monopoly, and all the fair/unfair advantages it bestows upon its adherents has been shattered leaving INTC lost in the woods totally reliant upon 1M CMW's in Q3 to pull it thru. Talk about an emperor with no clothes on! ;-) Now that Dell's door has been opened, don't be too surprised if AMD achieves 30% Revshare in 2007 a year ahead of its target. (You're no disputing such a potential outcome are you? ;-)