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

To: Dan3 who wrote (207618)	8/4/2006 6:20:32 PM
From: eracer	Respond to of 275872

Re: Each one of them replacing $250 worth of Intel CPU + chipset. Notebooks aren't a profit center for AMD, so they're happy to make even modest margins there. After the Dell discounts it is probably more like $150 worth of CPU + chipsets, but still significant. I don't see the Dell deal as a bad one for AMD at all. I do feel that AMD had to sharpen their pencil considerably to get their foot in the door though.