Analysts Predict Dell to Use AMD
An anonymous reader writes "CNet reports on an analyst's prediction that Dell will begin using AMD chips, instead of their much-touted Intel processors." From the article: "Dell likely will reverse course and begin selling computers with Advanced Micro Devices' processors, Piper Jaffray analyst Les Santiago predicted Tuesday, sending the chipmaker's stock up 4 percent in midday trading."
Dell has become a poster child for crappy customer service. Do AMD fans want Dell dragging AMD's good name down with them? I'd prefer that Dell self-destruct on their own without pulling AMD into their vortex of suckage.
- Greg
Start a happiness pandemic
Bush will decleare atheism.
Paris Hilton will stop being famous.
Microsoft will produce quality software
Linus Torvalds will soon to begin working at SCO.
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Be yourself no matter what they say
Once or twice per year, Dell themselves hint that they *might* start using AMD chips. I think they do this just to get good pricing from Intel.
I'd rather AMD over Intel anyway but bought an Intel based Dell since I didnt have the option at the time.
considering that they're already selling the chips
this will lead to even more bargains at fatwallet.
now if only they'd stop shipping it with so much crapware...
"Dell likely will reverse course and begin selling computers with Advanced Micro Devices' processors"
Seriously, how many times have we heard this before?
In addition to Intel processors, not instead of them.
They also predict that BSD will die ...
Intel based mac.
AMD based dell.
IBM based Xbox.
Whats next? ASP.net based Slashdhot?
Hell is truly freezing...
Â_Â
So if an Analyst says it, it must be true? C'mon, anybody can state an opinion that Dell will go with AMD, or it won't, but where's the proof?
Dell will begin selling computers with AMD processors in them when it makes good business sense to do so, i.e. will make them more money. I wonder sometimes if AMD's lead over Intel over the past couple years has had any effect on Dell, considering the brand awareness of Intel, very cheap low-end computers by Dell, and inherent conservative-ness of major corporations (read: customers).
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Besides, I'd be more impressed if I could buy bare metal from their retail locations rather than pay the M$ tax. Getting AMD chips instead of Intel would just be the icing on the cake IMHO.
As if the world didn't know Dell was considering, you know, the 2nd biggest chip manufacturer out there that outperforms Intel in many (though not all) respects.
I mod down so you can mod up. Your welcome.
Intel's SRAM technology is pretty much an entire generation ahead of AMD's. Thus Intel can fit nearly twice as much cache into a given die area. Given this, its quite impressive that AMD's performance numbers are competitive (or better).
./-type review sites (Tom's Hardware, etc) probably fit too. But give it something like TPC-C, does AMD's numbers lag here?
However you often don't see cache-sensitive benchmark numbers. SpecINT and SpecFP fit and the stuff you see on the
It'll be fun to see the new wars brewing between the big PC players - Dell & Intel using Linux against Microsoft. Dell & AMD using AMD against Intel. t. Microsoft using IBM (Xbox) against Intel. Intel&Apple using MacOS against Microsoft. The computing industry's starting to get fun again.
Sure, people have said this for ages. And people have also said for ages that Apple will or should switch to x86. I'll believe that when I, oh, wait a minute.... Could this mean, that I as an AMD fan might oneday take the idea of buying from Dell seriously?
The article states that Dell is buying up AMD processors for a 2H06 launch. That is not how the Dell Model works and this analyst obviously doesn't know any better. He probably gets paid more than you or I too to come up with this and affects stock prices just the same. He cobbled together a bunch of disparate rumors and proclaims his this must be true.
Truth is, if Dell went AMD, they wouldn't pay for the processors until they were manufactured.
Please wake me up when you can buy an AMD based Dell till then this story should be given a chance to die gracefully along with Phantom and other such stories to give new stories/rumours a chance for example:
iPod to be scrapped by Apple for new brain based implant
or:
Microsoft officially gives up and open sources Windows
or:
*insert random open source program* says it will be able to pwn with *insert random uber cool feature that no one does yet but has yet to be implemented by said open source program*
News articles about Dell using AMD processors is the tech equivalent of crying wolf. If Dell ever actually uses AMD processors nobody will believe it.
"A government is a body of people, usually notably ungoverned." - Shepard Book Quoting Malcolm Reynolds
I was going to buy a Dell at one point last year. High end one too, one of their XPS units. The fact that they lacked AMD, which is well known to be the fastest and best processor, changed my mind and I ended up building a computer myself. Saved about $1500-2000 in doing so, and got a far faster machine than any Dell has.
So going AMD would be a good move for them. Yes, I saved money overall, but I would have bought that Dell if they offered the right one. Gamers are looking for AMD, and gamers are prepared to spend the necessary cash to get a top end system. Dell trying to sell gaming systems with Intel processors makes them into a joke, and a bad one at that.
Is Intel using Microsoft like strategies where they say that you can't buy competitors products if they buy theirs... or maybe a lower price?
mb
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Intel lost the technology lead two years ago and hasn't got it back yet - and won't for at least another year. It's behind the game on dual/multi core and all the tech fixes in the world won't reverse that unless they can get Intel can get the 64 and 45nm fabs up and running fast. That said Intel can do volume in a way AMD never can in the short term. On the other hand Intel's put too much of its manufacturing expertise in Israel and if the Iran war kicks off those plants are vulnerable. Interesting time ahead.
No joke, did anyone even do a check on this analist? A 4 percent increase in AMD stock could be worth some money to someone with enough AMD stock. It's not likely a plot, but there isn't really any other reason this guy would have a professional opinion.
"And we have seen and do testify that the Father sent the Son to be the Savior of the World"
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I won't hold Dell's decision against AMD
A feeling of having made the same mistake before: Deja Foobar
Intel is back on track, albeit not entirely caught up yet, and it seems like analysts are just now catching hint of the lead AMD has held for almost 2 years now. The analysts are just behind the times. Apple's addition of Core Duo to desktops is just the first step, but it is the beginning of the end for the decisive performance lead AMD held for so long that probably once had Dell considering the switch.
As has been said, Dell uses AMD to get better prices from Intel, and always remains with Intel. It sounds smart, but it's going to hurt them when Intel has the lead.
My notion as well.
We've heard this over and over.. "Dell is thinking about using AMD." ok stop thinking already.
If per say, Dell finally uses AMD, I would suggest for them to start with their gaming line of desktops/notebooks. Where else would you gain a large customer base, than loves AMD, and with the image of Dell supporting AMD gaming workstations. Putting AMD and Dell together for all of their computers is a bad idea. (opinion)
However putting AMD with Dell Gaming machines will generally appeal to the gamer market, to which people are consistantly hounding for. If Dell finally goes AMD, it should be for the gamer line of machines.
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I got modded "Troll" the last time I said it, years ago, and I'll be modded "Troll" again this time, but I'll still be right, just like I was last time:
Dell and Intel are effectively the same company. Intel makes the CPUs and Dell makes the cases. Dell will not ship an AMD CPU.
How many times is this "news" going to have to come out that Dell is seriously considering shipping an AMD CPU, followed by the "news" that they decided not to at the last minute?
The price of AMD stock has been going waaaay up in the last month or two. According to yahoo finance, they've got a P/E of somewhere around 500 (compared to google's P/E of about 100). I can't believe there's that much potential for increased profits to justify AMD stock being ~ $35/share...
The critics would be correct: http://www.leapsbeyond.com/ 'nuff said.
Pigs will fly.
Hell freezes over.
Pick any two.
"It's the height of ridiculousness to say for those 9 lines you get hundreds of millions."
I talk to people here and there. ;)
Dell do not use AMD because their desktop CPU's have a 400 % higher failure rate (than Intel). Now, i cannot vouch for this in other cases, but this is their experience with it so far.
Ever wondered why AMD are alot cheaper?
Anyway, they _will_ begin shipping setups with AMD64 cpu's in some time, since results seems to be improving with them.
I am not sure why Dell gets such a bad rap, I have been in IT industry for over 10 years and have never seen anything even remotely approaching Dell quality (dont get me started on Compaqs and the eternaly broken StinkPads). Having converted to Dell in my company a few years back pretty much illiminated hardware desktop support work (prior to using Dell, hardware support was averaging at least 10 hours a week) In past 3 years we had 2 DELLs fail, one hard drive and one memory, in each case DELL rep was over next day and replaced the parts without any fuss. Now I would imagine the dell's cheapo lines (Dimention and Inspiron) are a bit more problematic, but thats why they are cheaper.
-Em
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>Nobody wants Xeon.
Except the people over at The Pirate Bay, who are happy to take donations and flush them down the toilet.
Yeah, you won't see me donating.
Belief is the currency of delusion.
Is that a pig with wings? Oh nevermind its just another report saying that Dell sill start using AMD "soon".
i heard it on talk-radio!
And, lo and behold, it's true!
Dell will start using AMD. I saw it on Slashdot!
I think that it's inevitable that Dell realizes that the game where they say they're thinking about adding AMD processors to get concessions from Intel is bad business strategy in the long run. Now they can probably get concessions from AMD AND Intel, as AMD will want to keep the server relationship going AND get its foot in the desktop door, while Intel will have even greater incentive to keep AMD out of Dell desktops and laptops. It's a win-win situation for Dell, and even if it doesn't happen this time around, it'll happen this year. Also, doesn't it tell you something that Dell's stock price rose on this news?
LOL! I think why this slipped over so many heads is because TFA forgot to mention that all of these AMD/Dells will also come bundled with Duke Nukem Forever.
Down With Slashdot BETA!!! I've been around the corner and seen the oliphant; you can only abuse me from your perspecti
Wow.. they must be fortune tellers.. or something.
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Apple will use Intel CPUs. ;)
I'm also pissed every time i see a motherboard with solder points for 4 DIMM slots, and only 2 present (filled with 2x128 of course), or solder points for a non-existant AGP slot.... but i'm more pissed as Intel for manufacturing the unholy things.
Compaq makes better-than-average laptops, and IBMs are ugly as hell, but keep working long after they're obsolete. Dell makes laptops with fans that fail, adapter wires that fray, and keyboard keys that fall off.
"Prediction: within 10 years, Windows will be a Linux distribution." Me, 7-6-2016
Now, I know you will reword your statement, for the future, to be more specific. The question is, will you still claim that you've been saying it for years?
Buy stock in AMD? That's your point, right?
http://www.twice.com/article/CA6250068.html/
Marketshare in Q2 2005
Vendor. Units shipped (thousands), Marketshare
Dell. 4,988 , 32.0%
Hewlett-Packard 2,711 , 17.4%
Gateway 890 , 5.7%
Apple 663 , 4.3%
Dell ships 7.5x more computers than Apple. And they do advertising for Intel. Who do you think gets the better deal?
(Sure enough, I Googled him and found that he moved to Raymond James a couple of years ago)
You must be new around here.
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One of the reason Dell only use Intel is because Intel is able to keep up with Dell's demand. we all know AMD does not have the production capacity like Intel. how the heck do AMD plan to keep Dell happy if they miss a shipment. let's not forget a lot of big companies like Sun also need AMD chip. Do AMD plan to open more fab or something? what will happen when AMD can not keep up with Dell's order or Intel start to improve their chip.
Besides the conspiracy theories (Intel won't offer as good a deal on their parts), what is the reason why Dell hasn't offered AMD up to this point?
I'm told there's some personal animosity between the two companies?
Anyone have some insight based on fact?
To Copy from One is Plagiarism; To Copy from Many is Research.
and windows is more secure than linux.. then we'll talk about dell using non-intel chips.
Who needs analysts. I want to see the results then I will believe it.
Ant(Dude) @ Quality Foraged Links (AQFL.net) & The Ant Farm (antfarm.ma.cx / antfarm.home.dhs.org).
Could this be one of the many good thing thats coming out of the lawsuit that AMD has running against Intel ?
/
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"Analysts make shit up, news outlets inexplicably pay attention."
Film at 11.
Windows Server 2003 64 has achieved an acceptable track record on AMD.
Having to work for a living is the root of all evil.
even if Dell sucks, it means they finally smartened up and realized that theres a whole plethora of gamers out there who use AMD chips exclusively. until now, it seems like Dell has focused on selling to schools and businesses, which are HUGE market areas, but gaming is easilly bigger, since there are so many gamers and the top of the line parts demanded are insanely more expensive, they make more per computer. Dells current line of what they claim to be gaming machines were crap and they realized people wouldnt buy them unless they actually used good parts.
...this makes perfect sense, if you think about it. Dell goes with AMD, and Apple is left to rot with Intel. Ten years from now, Apple moves to AMD, and the rest of the world will take note that it is now time to move on to something else.
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Right now there are SHORTAGES of AMD processors. How can AMD make so much more to satisfy the sales demands of Dell PCs? They can't and that's the hold up here. come back in a year or two when Fab 36 is up and running at full steam. However Dell is selling AMD processors separately for a while now which is awfully interesting in itself that doesn't get much attention.
Doesn't it belong to Dell? They already sell AMD based computers.
\u262D = \u5350
One reason that this will not happen is that Dell partners with Intel to get the chips at such a low price AMD will not be able to match the pricing to the company. Also Years back Michael Dell and the Guy that runs AMD were friends (both company based in Austin, TX) and they had big difference and the bad friendship will prevent the two companies from doing business also.
I wish they would switch over so people will STFU over the continuous "Possibility" that they will switch.
Idle spec previously versus trusted (by some) analyst today. Piper Jaffray is no joke, nor is it a bunch of bloggers. Stock price jumped 5.05% today, has only lost .05% in after-hours trading (4% gain at time of article, I guess) -- that in itself is news, it represents a shift of almost $700 million into AMD's market cap.
That's a lot of dough.
"Trolls they were, but filled with the evil will of their master: a fell race..." -- J.R.R. Tolkien on Olog-hai
I read an idea on some forum (maybe here) that suggested that Dell could get the AMD chips that it needs a lot more easily for all parties by buying someone that specializes in Opteron based servers -- the company suggested by the poster was Rackable.
I doubt that Dell will "tarnish" their relationship with Intel by directly selling AMD machines; however, a back-door approach does seem possible to me. Heck, they already sell the CPUs out of their parts store.
and the next thing you are going to tell me is that Intel is going to make processors for Mac ;)
Dell has been making proprietary power supply's and motherboards since I've been working with them (almost a decade). If they intend on doing the same thing with the amd models I don't think it will matter to most of us. What will you do when your dell mobo's bad caps start exploding like firecrackers. If you have no warranty, you will be buying a new machine or paying whatever dell wants to charge for their proprietary junk mobos.
AMD, Intel, Linux, windows and macs all apples and oranges useful (Well all except macs :P ) in different ways. I prefer to progam on linux using my intel and play games on windows using my amd and macs, well they have to have ther own use for something. I think that dell should sell both, let the customers decide what they want.
Xeon sounds like a 1980's novelty toy that was called back because of toxic components and or hazardous parts that caused choking.
It was painted in those carish metalic plastic coatings.
Intels new servers are going to be called super mega mega zippy kapow. Someone at Intel had better be sleeping with the fishes if they thought 'Xeon' was going to sell.
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"Dell Might Use AMD"
Can you put that in a blue font inside a blue "handwritten" circle?
paintball
I agree that there is good reason to switch to AMD, but why in mid 2006? Just when the new Dempsey and Yonah are becoming available (Intel are also bringing out a server version of Yonah for blades).
The best time to do the switch would have been 1 year ago.
It is wrong. Dell will use AMD when analysts start claiming that Dell will never use AMD, and not before. This is not because Dell are hanging on the analysts' every word, but is due to the fact that analysts are invariably wrong about everything.
I'm not going to change your sheets again, Mr. Hastings.
Obiously you haven't heard of the Thinkpad power on issue http://forum.thinkpads.com/viewtopic.php?t=10207
The problem seems to be the two chips ADP3410 ADP3421. Search google for ADP3410 ADP3421 and thinkpad and you'll know how widespard the problem is. http://www.google.com/search?hs=qNK&hl=en&lr=&c2co ff=1&client=opera&rls=en&q=adp3421+thinkpad&btnG=S earch
They all fail after sometime, and I am smelling a class-action lawsuit comming.
The Super Infinium Dell Phantom Computer with the AMD 50,000 Opteron processor. Order now, and we'll throw in Duke Nukem Forever!
We use Optiplex desktops and Latitude notebooks where I work (a unit of a major research university) and the reliability is impressive -- we have a Latitude C600 that still sees near-daily classroom use, with no component failures in its history despite a fair degree of abuse. Most of the techs (including me) have Dell Latitudes as our personal laptops (except one guy who swears by ThinkPad). By contrast, my sister (who worked for the school system where we grew up) came to hate Dell when her office bought a batch of Inspiron laptops that began failing within months.
My wife bought a Latitude D505 in the fall of 2004 and it has yet to have a failure (except for the Ethernet jack cracking when she dropped the laptop on its rear edge with a cable plugged in). By contrast her previous laptop, a Compaq Presario 1200XL model purchased in 2001, had at least one major part fail every year -- the floppy drive, the PCMCIA slot, the keyboard, and it's on its third power adapter.
Compaq has never and probably will never make a reliable system -- I've used their desktops, laptops and even their horrible little 1U Proliant rack-mount servers (ca. 2001) and they were all uniformly crap (the rack gear had a 40% defective-on-arrival rate according to the tech who came out to replace the motherboards in our 2 defective Proliants out of the 4 Compaq was loaning us for evaluation). Dell non-consumer gear, by contrast, has always worked great for me (that eval process ended when we standardized on Dell PowerEdge 1850 servers which, you know, actually worked).
-- Old Man Kensey