Intel Corp (INTC)

[SemiconEng]

What if Ngyen is incorrect, either way? I mean I knew he was incorrect about Dell using opteron. I dunno where he gets his information from but some of it is suspect. Remember that guy several years ago who said Dell was going to use AMD processors? Naw I can't remember his name either :)


Sure, anybody can be wrong. The thing is, I'm not so sure that information on quantity of sales of an introduced product, is as difficult to get your hands on, as is information on in what capacity, or if, Dell is going to use AMD. The first can most likely be reasonably calculated and extrapolated from sales data, the second would be a closely guarded secret.

In any case, quarterly announcements are coming soon, and I find it hard to believe that Jerry's "I Can Shoot My Big Mouth Off Too" student Hector, will keep his mouth shut about specific Opteron quantities if they sold a bunch of them. No use passing up an opportunity to publicly rub intel's nose in it, eh? Since that seems to be a long standing, and apparently continuing, AMD Corporate Officer goal.

On the other hand, if AMD again uses vague words like AMD has used recently about Opteron quantities, to the effect; "Quantities are meeting our expectations", then IMO that's a red flag. We'll see.