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

To: TGPTNDR who wrote (207629)8/4/2006 7:46:57 PM
From: niceguy767Respond to of 275872
 
"Dell wants to sell servers with more than two processors"

Without Dell, INTC has lost major support for their ASP structure which is, some say 50% higher than AMD's!

No wonder INTC is advertising that their gross margin is about to dip below 50% in Q3. Tough times ahead for INTC now that their sacred calf, Dell, has chosen an alternative view of the future!



To: TGPTNDR who wrote (207629)8/5/2006 10:00:50 AM
From: colin1497Read Replies (1) | Respond to of 275872
 
Our Dell rep had an "anti-Opteron" marketing "fund" that he could dig into when we told him we were buying Opteron servers instead of Dell. Opteron was the magic word to get much deeper (ridiculous) discounts. It didn't help him with us, but probably did with others...


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