Advanced Micro Devices Inc (AMD)

[Techman]

ref:"The catch is if the AMD's window of opportunity is too short, Dell will stay loyal to its old allies (Intel). That is what happened to Athlon. If AMD64 becomes a serious force, Dell will recompute its interests and will start using AMD in no time."

Exactly, AMD needs to get ahead and stay ahead for a long time to gain significant share. Over the short run, Intel can ward off AMD easily, with FUD and advertising partnership.