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

To: DRBES who wrote (217497)11/22/2006 3:02:23 PM
From: Joe NYCRead Replies (2) | Respond to of 275872
 
Darbes,

Almost everyone is so pessimistic about AMD's margins with Dell, but there is no way that Dell is getting a better deal than HP is and AMD makes money on HP

Doug, syh and Tenchusatsu does not mean everybody.

Message 22948638

Joe



To: DRBES who wrote (217497)11/22/2006 4:12:41 PM
From: combjellyRead Replies (1) | Respond to of 275872
 
"but there is no way that Dell is getting a better deal than HP is and AMD makes money on HP"

Dammit DRBES, why are you trying to introduce facts and reason into this? They have no place in the discussion.



To: DRBES who wrote (217497)11/22/2006 4:57:01 PM
From: dougSF30Read Replies (1) | Respond to of 275872
 
Well, for one thing, who knows if Dell gets a better deal than HP? For another, channel ASPs are certainly higher than what Dell pays. Isn't that the major shift?


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