Replies to post #53667 on Advanced Micro Devices Inc (AMD)

[DARBES]

Thanx

[sgolds]

Keith, on Topfer, fascinating -

After being hired by Dell on the strength of his reputation as an operations ace, Topfer helped create a strategy for growth. Along the way, he also helped school Dell founder Michael Dell in the nuances of big business. Topfer, who recently joined Advanced Micro Devices' board, walks into a situation there that is more complicated than he might have faced at Dell, if not more challenging.
...
Is it only a matter of time before Dell includes AMD in its offerings?
Topfer: They know AMD very, very well. AMD has got a big fab (its Fab 36 chip factory in Dresden, Germany) to bring up to speed. Dell's buying requirement for microprocessors is in the 25 million to 30 million level--or whatever that number is. That takes a lot of capacity. Dell is a very low inventory-oriented company. AMD, if they are ever going to be a supplier, has got to meet all of its needs without compromising Dell's ability to serve the market.

If it were to go into the notebook or desktop space, it would take a lot of (AMD) capacity.

So now AMD has a major Dell insider on staff. Sounds like they will make a serious play for Dell once Fab 36 is up and running. We'll have to watch this development over the next two years.