Advanced Micro Devices Inc (AMD)

[Ixse]

Rupert, re: I am suspicious about the Piper Jaffrey opinion. By adding such precise estimates for AMD's percentage of DELL's sales for both 2006 and 2007 the analyst went to some lengths to achieve credibility and, therefore, an impact on the market. But its those very details which don't ring true. How could he know?

Same here. Taiwan subcontractors are known to leak details once in a while. Dell may have placed a cancelable order (they did so once before iirc) that they'll cancel the moment Intel comes through for them. The proceeds via Intel discounts may well be more than the fine of canceling the orders.

Most likely this Dell rumor will run out of steam within weeks e.g. when Dell itself squarly denies it; just to complete the cycle once again.

Regards,

Rink