Feeds

Dell to betray Intel with AMD mobile chip embrace - analyst

Beware the Ides of March

Secure remote control for conventional and virtual desktops

Dell's embrace of AMD processors will turn from myth to reality by March, according to a financial analyst.

Dell will begin by slotting AMD's chips into its notebook product line and then "likely" move to use AMD chips in servers and desktops as well, American Technology Research analyst Doug Freedman said in a fresh note to customers. Rumors of Dell breaking its Intel-only stance have circulated for years. This, however, marks the first time we've seen an analyst slap a specific date on the speculation.

"We believe there will be an AMD/Dell deal announced very soon; more specifically, we believe it will come as early as March," Freedman wrote.

The analyst said investors have already sent AMD shares higher on the notion that Dell will eventually become a customer. Still, the actual announcement of such a deal would likely kick AMD shares 10 per cent higher, while knocking Intel's slumping stock down five per cent.

Dell has watched from the sidelines as servers, desktops and notebooks running on AMD chips have gained gobs of market share from rival Intel products. On the server side of the house, in particular, AMD holds up to a two-year technology lead over Intel, according to some analysts. IBM, HP and Sun Microsystems all sell servers with AMD's Opteron chip.

"Currently, AMD is in a strong position with price advantage as the low-cost provider, and a technological advantage with its SOI, low-power, integrated memory controller and dual-core solution," Freedman wrote. "While we think that Intel should avoid a price war, we also believe investors are becoming overly concerned with such a situation."

Lucky for Intel, AMD simply cannot produce enough chips to take as much share from Intel as its technology would likely allow, according to the analyst. This buys Intel a bit of time to rework its products and come back stronger.

Despite such optimism for a Dell/AMD alliance, we'll believe the hookup when we see it. ®

New hybrid storage solutions

More from The Register

next story
Apple iPhone 6: Missing sapphire glass screen FAIL explained
They just cannae do it in time, says analyst
Half a BILLION in the making: Bungie's Destiny reviewed
It feels very familiar - but it's still good
Oh noes, fanbois! iPhone 6 Plus shipments 'DELAYED' in the UK
Is EMBIGGENED Apple mobile REALLY that popular?
Apple's big bang: iPhone 6, ANOTHER iPhone 6 Plus and WATCH OUT
Let's >sigh< see what Cupertino has been up to for the past year
Huawei ditches new Windows Phone mobe plans, blames poor sales
Giganto mobe firm slams door shut on Microsoft. OH DEAR
Phones 4u website DIES as wounded mobe retailer struggles to stay above water
Founder blames 'ruthless network partners' for implosion
Apple's SNEAKY plan: COPY ANDROID. Hello iPhone 6, Watch
Sizes, prices and all – but not for the wrist-o-puter
Get your Indian Landfill Android One handsets - they're only SIXTY QUID
Cheap and deafening mobes for the subcontinental masses
prev story

Whitepapers

Secure remote control for conventional and virtual desktops
Balancing user privacy and privileged access, in accordance with compliance frameworks and legislation. Evaluating any potential remote control choice.
Saudi Petroleum chooses Tegile storage solution
A storage solution that addresses company growth and performance for business-critical applications of caseware archive and search along with other key operational systems.
High Performance for All
While HPC is not new, it has traditionally been seen as a specialist area – is it now geared up to meet more mainstream requirements?
Security for virtualized datacentres
Legacy security solutions are inefficient due to the architectural differences between physical and virtual environments.
Providing a secure and efficient Helpdesk
A single remote control platform for user support is be key to providing an efficient helpdesk. Retain full control over the way in which screen and keystroke data is transmitted.