Advanced Micro Devices Inc (AMD)

[j3pflynn]

Guys, at the risk of flaming arrows coming my way, couldn't yb perhaps have a point about Dell? Granted his depiction is simplistic beyond reason, but isn't it true that when it comes to development capabilities and the "brain trust" factor, that Dell is more like an efficient box builder and very capable at contracting out for designs, than a world class firm having the "from the ground up" engineering design capabilities of of an IBM, HP or even Sun or maybe Intel? I'd include AMD, but though they've got great folks, they're more narrowly "expertised" and focused than the rest. I, for one, have never been real excited about the possibility of Dell for AMD. They'd have to be a lot bigger to be anything more than solely Dell's slave, and the margins would likely be less than what the rest of the market will provide.
Paul