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."

Comments

instead?

[mapmaker]

In addition to Intel processors, not instead of them.

Re:AMD lags in on-chip cache capacity

[the eric conspiracy]

Thus Intel can fit nearly twice as much cache into a given die area.

They'd have to because cache is their remedy for FSB memory latency issues. AMD has the better answer with the integrated memory controller.

Dell's always been Intel's best boy but...

[99luftballon]

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.

Re:No.

[StikyPad]

Dell will not ship an AMD CPU.

Really?

Piper Jaffray?

[eander315]

Ashok Kumar must have quit for a Piper Jaffray analyst to get away with saying that in public. Mr Kumar was an ex-Intel employee who famously made his entire analyst career bashing AMD and waving the Intel flag.

(Sure enough, I Googled him and found that he moved to Raymond James a couple of years ago)

Maybe, maybe not

[NXprime]

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.

Re:Alienware?

[LarkaanSoban]

Alienware is a private company. Their corporate info

Re:Just a trick

[ppanon]

With Opterons (what you would have in a dual server), the memory controller (aka North Bridge) is built into the CPU. So all that's left is the south bridge, which is generally less complex and less important for total system performance.