Advanced Micro Devices Inc (AMD)

[rupert]

We can go around in circles but I agree with BUGGI. DELL has clearly said, implicitly in its business model, and explicitly in the Rollins interview, that they will not offer AMD because they prefer a high-volume, single supplier. He said AMD's recent success is noteworthy, especially in some niches, but it does not constitute a threat to DELL's financials. He also said that DELL has contingency plans to work with AMD. That potential contingency will become less likely if Intel executes well its road map for 2006.