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To: niceguy767 who wrote (207616)	8/4/2006 6:17:38 PM
From: eracer	Read Replies (1) \| Respond to of 275872

Re: Wishful thinking once again eracer. (Man have you got a serious bout of INTCitis!) Dell's many years of INTCitis is the proof that they cared more about pricing and volumes than performance. The fact that AMD's low processor pricing is mentioned in the report as the primary reason for AMD's adoption by Dell also supports that conclusion. Dell has been forced by market dynamics to come to AMD. Yes, the dynamics are that AMD capacity is increasing dramatically. AMD can, and must, sell CPU prices at low prices in order sell what they are producing. The difference is they can guarantee very large quantities of CPUs to Dell now, which they could not do before.

To: niceguy767 who wrote (207616)	8/4/2006 7:28:10 PM
From: TGPTNDR	Read Replies (2) \| Respond to of 275872

NG, RE: 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.> You may have forgotten that there were multiple articles around the web saying that INTC would "Make Up" in $ the cost to make their PIV servers competitive. Worked for up to 2 processors. Dell wants to sell servers with more than two processors. We'll find out when product shows up. Dell Q3. -tgp