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

To: smooth2o who wrote (210825)	9/13/2006 2:41:07 PM
From: eracer	Read Replies (2) \| Respond to of 275872

Re: With one caveat. It appears that AMD is getting the bottom end of the market and still having to compete strongly with Intel. AMD gets to compete in the bottom 80% of the market. That should be tolerable with Dell on board. AMD probably won't get rich doing it though. AMD gains about $200 million in revenue per quarter on average if AMD sells an extra 10 million CPUs a year at an ASP of $80. unless you have a very good low cost operation, which is what Dell thinks it has... Odd wording there. Sounds like you question Dell's credibility as a low cost operation. Now that Dell has gone AMD like most others do you feel they just one of the crowd now rather than something special?