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rupert

01/14/06 1:27 PM

#69558 RE: aleph0 #69554

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.




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chipguy

01/14/06 2:31 PM

#69559 RE: aleph0 #69554

My personal feeling is that they want top-dog prices from AMD - and Hector is just saying "No - go to the back of the Q" !

Yeah that's right, AMD keeps rejecting Dell.

Your comment reminds me of the story of the nut case woman
who took a restraining order out against David Letterman for
his romantic advances sent to her subliminally during his show.







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j3pflynn

01/14/06 3:23 PM

#69562 RE: aleph0 #69554

aleph0 - It does cost when they'd have to pay "full" price to both AMD and to Intel!
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smooth2o

01/15/06 11:16 AM

#69603 RE: aleph0 #69554

Silly boy, you know it more than "just" building another production line (which is not without it's costs). It's training, advertising, brochures, people and 1000's of other items.

Smooth