Advanced Micro Devices Inc (AMD)

[HailMary]

Maybe Dell was pissed at the Apple deal, and the delay of Dempsey.

I do think all the delays and problems with Intel's P4 based products has hurt Intel's relationship with Dell, but it seems like this would all be mended with the next gen cores. I do agree Woodcrest will still be behind Opteron in 4 core (either 2x2 or 4x1) and up solutions, so that would make sense if it is just a high end server.

I don't think quad core is going to happen on 90nm, and 65nm looks no where in sight. I'm not counting on that for any investment decision, but like you said AMD is in good shape without it.