Advanced Micro Devices Inc (AMD)

[sgolds]

dougSF30, yes it is in Intel's interest if HP didn't use AMD chips. HPQ is a larger company than Intel, and Intel needs HPQ as much as HPQ needs Intel. So they have to respect each other's interests, and one of HP's interests is to prevent from becoming dangerously overdependent on Intel. That is a reality for Intel in their dealings with HPQ - the latter isn't about to sell their future for a bowl of porridge right now, and they don't have to.

Which means that HPQ will tell Intel to take a hike if they suggest they shouldn't be using AMD.

Why November rather than now? Many reasons, but ultimately it comes down to no need to introduce the computer now without a proper OS, and AMD may not be ramped enough until then. November they can catch the holiday season. It is sufficient for Tuesday that HPQ makes their intentions official.