Advanced Micro Devices Inc (AMD)

[jhalada]

Paul,

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.

Margins, at least for AMD are much more associated with the volume and ability to sell out its production than with ASP being $5 higher or lower. Dell would provide AMD with steady demand, increased volume, and therefore _higher_ margins.

Joe