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Dell to use AMD Chips in Desktop PCs
bain writes "MarketWatch reports that Dell has decided to use AMD chips in its Dimension desktops due next month. The move to use AMD chips signals a break from its long standing reliance on Intel chips. The information slipped out of Dell's quarterly earnings report." From the article: "Before the announcement, which had been speculated in the financial community and the press, Morgan Stanley analyst Mark Edelstone wrote in a research note: 'It should have a negative impact on Intel and it could be a large offset to the expected benefits from Intel's restructuring efforts.' AMD, which has become a more formidable competitor to Intel, has been expanding its manufacturing capacity, a sign that it expects to be shipping more chips. Its chief goal is to put itself in position to supply 33% of the global microprocessor market by 2008. "
This is just silly -
Dell financials for the previous quarter stink, don't look good for the next quarter and they needed to focus folks attention elsewhere.
They did the same thing last quarter, just servers that time, and where are the AMD systems?
They may eventually drag out something with AMD chips in it but don't kid youself they aren't excited about this. Dell is an Intel shop and wants to stay that way.