Feeds

Dell Falls for AMD - analyst

Santa not so kind to Intel

Top 5 reasons to deploy VMware with Tegile

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?®

Internet Security Threat Report 2014

More from The Register

next story
PEAK APPLE: iOS 8 is least popular Cupertino mobile OS in all of HUMAN HISTORY
'Nerd release' finally staggers past 50 per cent adoption
Tim Cook: The classic iPod HAD to DIE, and this is WHY
Apple, er, couldn’t get the parts for HDD models
Apple spent just ONE DOLLAR beefing up the latest iPad Air 2
New iPads look a lot like the old one. There's a reason for that
Google Glassholes are UNDATEABLE – HP exec
You need an emotional connection, says touchy-feely MD... We can do that
Caterham Seven 160 review: The Raspberry Pi of motoring
Back to driving's basics with a joyously legal high
Back to the ... drawing board: 'Hoverboard' will disappoint Marty McFly wannabes
Buzzing board (and some future apps) leave a lot to be desired
prev story

Whitepapers

Cloud and hybrid-cloud data protection for VMware
Learn how quick and easy it is to configure backups and perform restores for VMware environments.
Getting started with customer-focused identity management
Learn why identity is a fundamental requirement to digital growth, and how without it there is no way to identify and engage customers in a meaningful way.
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?
Storage capacity and performance optimization at Mizuno USA
Mizuno USA turn to Tegile storage technology to solve both their SAN and backup issues.
Protecting against web application threats using SSL
SSL encryption can protect server‐to‐server communications, client devices, cloud resources, and other endpoints in order to help prevent the risk of data loss and losing customer trust.