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The on and off AMD-Dell remours seems to be on again

Poll Results: What is the state of AMD-Dell relationship

Poll expired: May 13, 2006  
  • 47% (11)
    Cold and Dead as C.H.'s hands clutching a rifle
  • 13% (3)
    They are in preliminary stages of some vague discussion
  • 17% (4)
    They have a specific plan of implementation, but has not gone ahead with a decision
  • 4% (1)
    They have reached an agreement, it will be revealed mid-year; then production will ramp.
  • 17% (4)
    They are already making it as we speak; announcement is imminent.
23 Total Votes  
post #1 of 17
1/10/06 at 10:22pm
Thread Starter 
After the release of the Mactel iMac and MacBook Pro, that is.

http://www.forbes.com/markets/2006/0...markets10.html

Quote:
Originally Posted by forbes
Piper Jaffray analyst Les Santiago upgraded Advanced Micro Devices (nyse: AMD - news - people ) to "outperform" from "market perform" and raised the price target on the "high likelihood" of Dell (nasdaq: DELL - news - people ) signing up as an AMD customer this year.

"Based on conversations with our sources in the PC supply chain, on recent press reports suggesting that Asian ODMs are developing AMD-based systems for Dell (nasdaq: DELL - news - people ), and on distributor comments noting shortage of AMD processors due to the possibility of Dell building AMD processor inventory, we strongly believe that Dell will start AMD-based system shipments as early as second-half 2006," wrote the analyst in a recent research note.

A conservative scenario for AMD's penetration into Dell during the first year of introduction is 10% in servers, 5% in desktops, and 3% in portables, Santiago said. For full year 2007, he estimates that AMD's share of Dell's shipment for servers, desktops, and portables should climb to 20%, 10%, and 6%, respectively.

The research analyst believes that a successful ramp of AMD's fab 36 facility in Dresden will significantly increase the company's capacity and provide major OEMs such as Dell improved confidence in AMD's ability to meet supply requirements.
http://www.theinquirer.net/?article=28895

Quote:
Originally Posted by theinquirer
The fact Apple has come out so fast with the Yonah won’t be any surprise to readers of the INQ, to Dell, nor to AMD. But it does make the likelihood of Dell adopting AMD chips far more likely, we’d suggest.
http://www.informationweek.com/hardw...leID=175802087

Quote:
Originally Posted by informationweek
Dell Chairman Michael Dell at CES gave perhaps the strongest indication yet that he would consider using processors in Dell PCs made by Intel rival Advanced Micro Devices.

After a keynote speech at CES in Las Vegas Thursday, Dell said it was "a distinct possibility" that his company would consider using AMD processors.
The question is: will this time be for real?
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post #2 of 17
1/10/06 at 10:25pm
IMO if Dell isn't putting the FX60 in their qual-sli system, then there won't be any AMD Dell's, period.
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post #3 of 17
1/10/06 at 11:26pm
Quote:
Originally Posted by sorienor
IMO if Dell isn't putting the FX60 in their qual-sli system, then there won't be any AMD Dell's, period.
I disagree wholeheartedly. AMD's key advantage is in the opteron, which is definetly where we will (I believe) see the first dell AMDs.
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post #4 of 17
1/11/06 at 4:13pm
Where's the option for "I don't care."
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post #5 of 17
1/12/06 at 6:23pm
Thread Starter 
A few more new details emerged about reasoning behind Les Santiago's prediction:

http://www.theinquirer.net/?article=28946
Quote:
Originally Posted by theinquirer
Web site AMD Zone reported that Dell may be preparing adverts for Opteron based systems.
http://www.pcworld.com/news/article/0,aid,124338,00.asp
Quote:
Originally Posted by pcworld
Dell has always said that if it were losing business to Opteron servers from its server competitors, it would have to make a switch to stay competitive. But company Chairman Michael Dell told IT users at Gartner's Symposium IT/Xpo in Orlando last October that he believed Intel's 2006 road map would tip the competitive balance back in Intel's favor.

Piper Jaffray disagreed in its report. "We believe that Intel's lead in [the] 65nm transition should provide it a limited performance boost given the limitation of its current processor architecture," Santiago wrote in the report.
I guess there is still a lot of room for speculation, since Dell has at least on the surface played up the Conroe/Merom release to finally end the performance gap between Intel and AMD.

But maybe the financial analyst knows something that we don't about the limitations of the Merom architecture; and maybe it won't scale as well as we believe and speculate now?

Quote:
Therefore, Dell will have to offer at least some Opteron-based servers this year, Santiago wrote. If the company is going to offer AMD's server chips, it might as well introduce desktops and notebooks based on its Athlon 64 and Turion processors, he wrote.

Spokesmen from Dell and AMD did not immediately return calls seeking comment.
Both party has since refused to comment on this report; which is fairly unusual for the typical two-week Dell-AMD rumour in the past years. As is also reported elsewhere, such as:

http://www.computerweekly.com/Articl...toAMDchips.htm
Quote:
Originally Posted by computerweekly
Neither Dell nor AMD has so far responded to the report.
These along with other information that are coming out, such as AMD expanding the use of Coherent Hypertransport, while Intel CSI is still in pieces waiting to be picked:
http://arstechnica.com/news.ars/post/20060106-5920.html
Quote:
Originally Posted by arstechnica
AMD plans to license this technology, so that third-party chipmakers can create specialized coprocessors that could be dropped into a coherent HT socket and begin working gluelessly with the other Opterons in the system. The example that Hester gives is a Java + XML accelerator chip that's dropped into one socket of a multi-chip Opteron system. So you could build a datacenter web server with, say, an Opteron in one socket and a Java + XML coprocessor in another.
Quote:
Originally Posted by arstechnica
One of the worst pieces of news to come out of Intel's October roadmap reorganization was the fact that the introduction of the company's long-planned Common System Interconnect technology would be postponed. CSI is the "HyperTransport killer" that's supposed to let Xeon and Itanium processors share the same system hardware. So CSI-based motherboards will be able to accept either a Xeon or an Itanium chip in their CPU socket with only a BIOS tweak.

CSI isn't here, though, and it won't be here this year either. Intel's next-generation x86 processors are therefore stuck with an antiquated, shared-bus interconnect topology that's bandwidth-starved, expensive, not scalable, and inferior to coherent HT in every respect.

This is bad news for those of us who're pumped about Merom/Conroe, because—as any Apple fan who uses a G4 can tell you—you can have the baddest processor on the market, but if you're starving it by sticking it on an outdated FSB then a lot of potential performance is going to waste. (Oh yes indeed my fellow Mac users; Apple is poised to have a repeat of the G4's infamous FSB bottleneck shortly after the switch to Intel. Look on the bright side, though: the situation won't be quite as dire... at first.) Furthermore, this problem gets worse rapidly as you increase the number of cores per socket.

That's why AMD's plans to license coherent HT are a big deal. In 2006, AMD will no longer be sitting on a processor architecture that's superior to Intel, but they will be sitting on a processor interconnect technology that's miles ahead of what Intel is offering.
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post #6 of 17
1/12/06 at 7:19pm
Quote:
Originally Posted by sonicwind
Where's the option for "I don't care."
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post #7 of 17
1/12/06 at 8:37pm
I don't think its beneficial to the consumer to be ignorant of such a huge technological rivalry. It can only lead to you making a more informed decision in the future by reading these stories.
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post #8 of 17
1/12/06 at 8:52pm
Imo, using AMD's would be Dell's best move ever. All computer manufactures that I've seen that had both choices, the AMD's were always priced lower, and (almost) everyone who has oned one would almost die rather than replace their computer with a Intel bassed one. Plus, it would really catch the attention of the gamers who want top performance, but they're to lazy to go out and build it themselves
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post #9 of 17
1/12/06 at 9:38pm
Quote:
Originally Posted by ZGold550
I don't think its beneficial to the consumer to be ignorant of such a huge technological rivalry. It can only lead to you making a more informed decision in the future by reading these stories.
Are you talking to me???

I was just kidding!!! I do care, a little, but I do.
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post #10 of 17
1/12/06 at 10:57pm
Thread Starter 

Today's new report

Today at BC Chief Exec's Club:

Dell' CEO: We're open to using AMD chips


Quote:
Originally Posted by zdnet
Dell, the world's biggest manufacturer of personal computers, currently uses microprocessors from No. 1 chipmaker Intel as the brains that run its machines. Dell is Intel's biggest customer.

"We're always open" to making changes, Rollins said. "We want the very best technology for our customers."

Rollins made the comment to reporters after speaking at a lunch sponsored by the Boston College Chief Executives' Club.

... ... ... ...

"If ever there was a time when Dell needed AMD, this is probably it," said Nathan Brookwood, head of market research firm Insight 64.
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post #11 of 17
1/13/06 at 7:09pm
Quote:
Originally Posted by Ericko
Are you talking to me???

I was just kidding!!! I do care, a little, but I do.
yeah, me too, I cared enough to read this thread...twice! but Dell sporting AMD is not anything I'm waiting on. Intel beats AMD hands down on mobile processors (so far), and I build my own desktops. Guess what? SonicWind inc, will now be sporting AMD 64 X2 processors, get them while their hot! (I just picked up a motherboard and 4200+ and will be putting my system together tonight! Should be a great upgrade from my existing p4 3ghz.)
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post #12 of 17
1/13/06 at 8:20pm
they beat them hands down? you want to backup such an untrue statement?
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post #13 of 17
1/14/06 at 4:42am
he was talking only about mobile performance. intel does seem to have a slight edge on moblie performance, but then again i havent been in touch a amd mobile laptop.
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post #14 of 17
1/14/06 at 4:48am
if by beating them hands down you mean has a very questionable relationship with many manufactures, has better marketing, and its own 'chipset package' (centrino), then maybe they are slightly ahead.... but AMD is not far behind...... if amd had a centrino equivalent, then i believe they would have a much better product and as much advertising as intel, then the tables would be turned.... but then again, when companies like dell dont make laptops with your processor, it hurts....
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post #15 of 17
1/14/06 at 12:50pm
Quote:
Originally Posted by amd64lover
if by beating them hands down you mean has a very questionable relationship with many manufactures, has better marketing, and its own 'chipset package' (centrino), then maybe they are slightly ahead.... but AMD is not far behind...... if amd had a centrino equivalent, then i believe they would have a much better product and as much advertising as intel, then the tables would be turned.... but then again, when companies like dell dont make laptops with your processor, it hurts....
The problem is...AMD doesn´t have a Centrino equivalent.
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post #16 of 17
1/14/06 at 1:12pm
even without the centrino-like platform, AMD is still very competitive with what they offer
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post #17 of 17
1/14/06 at 1:13pm
Quote:
Originally Posted by amd64lover
even without the centrino-like platform, AMD is still very competitive with what they offer
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