AMD 50% At Dell in 2007 75
A reader writes: "Reports from Taiwan chipmakers indicate that AMD may make a very large percentage of Dell's sales this year." AMD, of course, has made no comments in regard to this; but if the reports are correct, then it's another setback for Intel in the server market.
What Crack are they smokin there? (Score:4, Interesting)
What makes someone think Dell can flip 50% of it's business to AMD? The best way Dell can do anything is to drop the price. I don't think AMD is in the position to want to go into a price war just yet...
What about supply? (Score:3, Interesting)
AMD anti-trust case (Score:2, Interesting)
Re:What Crack are they smokin there? (Score:4, Interesting)
I'm waiting to see AMD's 65nm product. Until then, I'm sitting on the side-lines. That's probably why AMD is keeping their progress hush-hush. Just in case you missed it before, here's some good rumors about AMD coming out this month with 65nm products:
http://www.fabtech.org/content/view/1757/2/ [fabtech.org]
Not so fast (Score:5, Interesting)
Personally (and off topic), I would love to see this happen. But don't count on it any time soon.
Maybe.. (Score:4, Interesting)
Same with IBM, both only just now really started taking AMD seriously and did so just in time for Woodcrest to come and tip price-performance back to Intel systems. AMD still has the memory performance advantage, but Woodcrest/Conroe's 4 ops per clock and relatively aggressive pricing mean AMD has to do something. I don't know AMD's schedule for quad-core offhand, but know Intel Clovertown is supposed to be probably 2nd quarter of 07. It's possible that in going to quad-core Intel's memory architecture could choke them and give AMD a more thorough advantage, or that AMD also gets similar performance while going to quad-core as Intel gets with Woodcrest/Conroe and the scales tip to AMD again.
Re:Dell had to do something (Score:3, Interesting)
Apple (Score:2, Interesting)