Advanced Micro Devices Inc (AMD)

[bobs10]

You...

The weird thing is that Intel has had an extended period of inferior products. Dell has not jumped ship throughout this period, so why should Dell jump when Intel is supposed to get more competitive?

Me...

Well, from my point of view it appears the Dell has done about everything it can without coming out and selling complete PCs from AMD. To me it looks like they have been testing the waters for a long time now. There was that rumor about Dell buying a distributor to get AMD processor chips awhile back, and they have done some aggressive pricing on AMD parts.

Perhaps they have determined that there is enough evidence of demand/profit capability to take it to the next level. DELL wouldn't have to embrace AMD wholly to start selling AMD processor based PCs. They could, as a first step, start producing selected PCs based on chips they get through the distributor channels and if things work out expand into a more direct relationship with AMD. Seems like a possible low cost/low risk possible solution to let DELL further test the waters.

In any case, this two-faced policy of selling AMD parts while disparaging AMD isn't going to last much longer. To continue ignoring AMD is almost a guarantee of reduced market share in the future.