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

To: eracer who wrote (210824)	9/13/2006 2:07:23 PM
From: smooth2o	Read Replies (1) \| Respond to of 275872

With one caveat. It appears that AMD is getting the bottom end of the market and still having to compete strongly with Intel. It also appears that Dell wants to grab that same bottom end of the market and make it up in volume. The >=$999 part of the market seems strongly held by HP and this is where the profits are, unless you have a very good low cost operation, which is what Dell thinks it has... Smooth

To: eracer who wrote (210824)	9/13/2006 3:03:46 PM
From: Tenchusatsu	Read Replies (3) \| Respond to of 275872

Eracer, Why would Dell fear Intel becoming the next Microsoft now, when AMD is healthier than it has been in years? The question is why Dell continues adding AMD to their products even after Conroe is out and is beating Athlon in every single review. The answer is that there are plenty of consumers out there who are AMD brand loyalists. Part of the reason for such loyalty is the notion of "break free" that AMD milks for all its PR worth. In other words, it really is the fear that Intel will become the next Microsoft. Tenchusatsu