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

To: jjayxxxx who wrote (217350)	11/21/2006 9:59:14 PM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 275872

It just so happens that the "full line of AMD products" are associated with the part of the release where they say units dropped 5%. ------- Mobility revenue was $3.9 billion on 17 percent unit growth. Desktop revenue was $4.7 billion on negative 5 percent unit growth. In both cases, growth was impacted by the company’s decision to focus on more profitable products. ------- Again, no-where does Dell say AMD products contributed to increased profits. edit. how many days had Dell been selling AMD products prior to Oct 31 ? And you think that made a significant contribution to profit ?

To: jjayxxxx who wrote (217350)	11/21/2006 10:46:48 PM
From: smooth2o	Respond to of 275872

re: There may not be a direct link between Dell's revenue/profit and their use of AMD. Heh, heh. You consider those two statements to be linked? If Dell wanted them to be linked they would have said so b/c they were. See, you can't really say anything in these statements that aren't true (you must know why, huh?). A better interpretation would be an insidious remark toward Intel for pulling their advertising dollars. After all, consider how long Dell was actually selling AMD and the impact on revenue due to the ramp, getting the message out to customers (just received my first heavily pop'ed catalog yesterday, in fact...), etc... Smooth