AMD 50% At Dell in 2007

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.

Comments

20 Million of 55 Million

[eldavojohn]

So there was no article but I found this online that I think I had caught on Digg once (can I say that here?).

Anyway, this all goes back to our friends IDC who have this knack for claiming to be the industry experts in everything. I don't really buy that but they make these reports and then the article gets published and Slashdot usually caries them. In the particular link above, they estimate that 55 million CPUs will be used by Dell in 2007 and that, according to Taiwanese chipmakers, 20 million of them will be AMD chips. So that comes to a little over a third, not half if those estimates are accurate.

Hemos, I know you're pissed because you have to edit Slashdot on labor day weekend but hang in there champ. You forgot a department on the last story and a link on this one but you'll get the next one right, I'm sure of it!

Re:20 Million of 55 Million

[niceone]

that I think I had caught on Digg once (can I say that here?).

Not only can you say it, it's pretty much obligatory.

You forgot to complain about how late slashdot is these days though.

Dell had to do something

[LWATCDR]

IBM, HP, and Sun are all beating Dell in the server market. They all offer two things that Dell doesn't
1. AMD servers.
2. A server upgrade path beyond the X86.
I think the last one is over looked. If you need big iron IBM can provide a Power based solution, Sun can upgrade you to an Ultrasparc based server, and even HP has the Integrity and Superdome lines.
The other thing that IBM, HP, and Sun offer is real Linux and Unix support. IBM is heavy into Linux now and still is actively developing AIX, Sun has Solaris and more than a few FOSS projects going on, and HP has good support for Linux and not one but Two versions of Unix.
The difference is Dell sells boxes, IBM, HP, and Sun are computer companies.

Not so fast

[acherrington]

I before you start calling your dell rep for details, or your broker to buy stock. Just remember one thing. Dell has been rumoring this for YEARS and they still aren't seriously carrying AMD products. They like to use this to try and negotiate the best possible deal from Intel. Incorporating AMD would in theorey be easy to do, but integrating it into its supply line would take some time... plus dell would have to pour marketing dollars in to make customers feel comfortable with the change (think of the experience with coca-cola classic and coke II).

Personally (and off topic), I would love to see this happen. But don't count on it any time soon.