Feeds

Dell Falls for AMD - analyst

Santa not so kind to Intel

Intelligent flash storage arrays

Forget a four-way flirtation. Dell is set to go the whole hog with AMD, according to a new report from Merrill Lynch.

The financial analyst firm has Dell shipping PCs and notebooks with AMD Inside during the fourth quarter. Such a move would build on Dell's decision in May to add AMD's Opteron chip as an option for high-end, four-socket servers. In a larger context, Dell's use of AMD chips in consumer and business computers would be a huge blow against Intel.

"Our colleague Tony Tseng indicates the desktop products are likely to come from Taiwan-based ODM Mitac," Merrill Lynch wrote. "Quanta is the most likely partner for notebooks, although confirmation there has been more difficult."

The Dell/AMD speculation game has been a favorite for analysts and reporters over the years. The sport, however, took on a more serious tone when Dell picked Opteron for servers. Ever since then, analysts have been quick to suggest that Dell will push AMD's chips throughout its product line.

Merrill thinks that abandoning the Intel-only computer stance could be a good move for Dell.

"We believe a diversified supplier base is the right long-term strategic stance for Dell though we don't see AMD as dramatically impacting near-term financials at Dell, particularly if the competitiveness of Intel/AMD platforms converges over time," the firm wrote.

AMD could use some news of this caliber. After enjoying a two-year wild ride, AMD now faces a stronger Intel. The company earlier this month lowered its second quarter revenue forecast, reflecting the heightened competitive pressures.

What better way to turn things around than by securing the world's largest PC maker?®

Top 5 reasons to deploy VMware with Tegile

More from The Register

next story
Don't wait for that big iPad, order a NEXUS 9 instead, industry little bird says
Google said to debut next big slab, Android L ahead of Apple event
Xperia Z3: Crikey, Sony – ANOTHER flagship phondleslab?
The Fourth Amendment... and it IS better
Ex-US Navy fighter pilot MIT prof: Drones beat humans - I should know
'Missy' Cummings on UAVs, smartcars and dying from boredom
Netscape Navigator - the browser that started it all - turns 20
It was 20 years ago today, Marc Andreeesen taught the band to play
A drone of one's own: Reg buyers' guide for UAV fanciers
Hardware: Check. Software: Huh? Licence: Licence...?
The Apple launch AS IT HAPPENED: Totally SERIOUS coverage, not for haters
Fandroids, Windows Phone fringe-oids – you wouldn't understand
Apple SILENCES Bose, YANKS headphones from stores
The, er, Beats go on after noise-cancelling spat
Here's your chance to buy an ancient, working APPLE ONE
Warning: Likely to cost a lot even for a Mac
prev story

Whitepapers

Forging a new future with identity relationship management
Learn about ForgeRock's next generation IRM platform and how it is designed to empower CEOS's and enterprises to engage with consumers.
Why cloud backup?
Combining the latest advancements in disk-based backup with secure, integrated, cloud technologies offer organizations fast and assured recovery of their critical enterprise data.
Win a year’s supply of chocolate
There is no techie angle to this competition so we're not going to pretend there is, but everyone loves chocolate so who cares.
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?
Intelligent flash storage arrays
Tegile Intelligent Storage Arrays with IntelliFlash helps IT boost storage utilization and effciency while delivering unmatched storage savings and performance.