Good points. At best doing business with Dell is a mixed bag for AMD. Because DELL is a low cost supplier they will need certain price points that probably don't fit very well with Hector's philosophy of maxamixing ASPs. It's best not to forget where Jerrys philosophy of taking market share from INTC by undercutting INTC on price by 25% got AMD.
The biggest problem AMD is going to face in the near future is supplying a market focused on the superiority of AMD products. From that point of view it makes little sense to provide special incentives to DELL, especially as one would expect INTC to fight tooth and nail for that business. It's probably best if AMD sits back and lets DELL come to them.
Other than the cachet of selling to all the major OEMs there seems to be little value or need to agressively go after DELLs business. And there are certain advantages for AMD in a weakened DELL. DELL is going to remain INTC only, for all practical purposes, even if they start selling Opterons. From that point of view anything that hurts DELL hurts INTC and consequently is good for AMD. Let INTC cut prices to the bone to retain DELLs business it's not worth the bother for AMD.
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