Just one more thing:
The more I poonder on the INCREDILE October milestone achieved by AMD wherein AMD bested INTC by about 1% in US retail marketshare in the (notebook plus desktop) combined space, the more I think that AMD has more than enough on its platter right now, without Dell, in meeting existing demand.
With the rumoured Walmart $398 notebook deal to be announced later this month, the Dell downward spiral will likely accelerate.
Not long now 'til the HPQ/AMD flourishing relationship speeds away from the floundering Dell/INTC duo probably much more rapidly, based upon the OCTOBER SIGNAL than almost anyone thinks possible. Things do happen rapidly in the world of tech. If perceived as no longer competitive, as perhaps is the Dell/INTC duo, the declining spiral can accelerate more rapidly than most can comprehend.
Not sure if that's the case now, but that milestone OCTOBER SIGNAL suggests that it is more likely than not especially when viewed within the last 2 years constant mindshare gains by AMD.
Does the OCTOBER SIGNAL suggest an AMD breakout. Just no doubt in my mind! |
