Advanced Micro Devices Inc (AMD)

[jhalada]

wbmw,

end-users buy them over Core2, good for Dell. Intel can take their business to HP and others. If Core 2 ends up being preferred over Athlon, Dell will end up with a lot of effort for little return.

Dell has gained a lot of experience selling inferior product, while being Intel only OEM.

Hypothetically, if Dell replaced 1 to 2 million $150 Intel CPUs + $40 Intel chipsets with 1 to 2 million $100 AMD CPUs, Intel would lose $190M to $380M of revenue. That's a pretty strong negotiating position to be in, IMO.

Joe