Advanced Micro Devices Inc (AMD)

[bobs10]

Yea, the pressure, or lack of it, INTC is able to apply to HP is what I'm after. HP, until fairly recently has been almost exclusively and INTC shop, especially in the business and laptop areas. Where they have let AMD play is in the consumer areas, but always on a restricted basis. Since the time of Carly's ouster there has been a very noticeable change in attitude at HP concerning AMD's server/blades/workstations and now laptops that seems to defy traditional alliances. Now we have INTC supplying the consumer markets and AMD supplying the high-end stuff much more than ever before. Something big is going down that time will tell.

Yea, DELL is a good company, which is why I expect them to eventually make the move to AMD. What I'm not sure about is how much pain DELL is willing to endure before making the step. Lately, the situation seems to be getting more acrimonious with harsh words being exchanged between AMD and DELL, but that sort of behavior is typical before a change.