Advanced Micro Devices Inc (AMD)

[Snowrider2]

Charlie keeps forgetting that AMD's current pie is only so big. If AMD gives a large slice to Dell then that means other AMD customers get a smaller slice. Dual core and quad core processors don't make the picture look any brighter either; they simply shink AMD's capacity even more. AMD need to get their 300mm .65nm process up into high volumes fast or Dell will be pissed and so will a number of other AMD customers that will be going on allocation.

Snow