Looks like AMD is betting the farm on Dell, but low margins and defaulting on other commitments may hurt AMD in the short term.
http://www.pcpro.co.uk/news/95794/dell-speaks-out-over-amd-shortages.html
http://www.theinquirer.net/default.aspx?article=35095
http://www.pcpro.co.uk/news/95794/dell-speaks-out-over-amd-shortages.html
http://www.theinquirer.net/default.aspx?article=35095