Wednesday, April 9, 2008

a thought on amd and dell

for years amd wooed dell and for years dell remained a dedicated intc customer. then at exactly the wrong time, dell jumped into the amd pool and the amd shareholders splashed around loving it. now that amd had "the big fish" it turned around and irritated many of its smaller accounts by redirecting parts to the big fish to keep it happy.

fast-forward now to early 2008 and we discover that dell no longer has amd-based PCs on its web-site and, despite the spin from Round Rock, TX it's clear they have pushed amd to the back seat.

now, amd pre-announces and restructures, once again. this one, i think, is more amd-related than the economy, but it's clear the macro trends don't help.

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