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| Access to AMD & Dell Part 1 11/26/05 Why Dell will have to take the AMD route - the inquirer "The problems is, when the price/performance gets so out of whack that the subsidy would end up being more than the value of the CPUs in the system. What do you do? If you are Dell and Intel, do you lose accounts or send out servers with $100 bills stapled to the boxes? If you add in power, it only gets worse for Dell." 11/22/05 Dell's interest in AMD: old story with new twist - TechWorld "Amid that backdrop, the Economic News Daily in Taipei reported Monday that Dell has told its manufacturing partners for desktops, notebooks and servers in Taiwan to get ready for a large order of AMD systems that will carry Dell's logo. It's likely that Dell is once again going through the charade of flirting with AMD in order to wring concessions from Intel, but the purported talks would represent a new level of interest in AMD if accurate, analysts said Monday." 11/21/05 Dell Going AMD soon! Some well informed Taiwanese sources are telling us that Dell has asked some well-known ODM manufacturers to design AMD-based products and to be prepared for massive production as soon as Dell will request it. The concerned ODMs are Honhai (Foxconn) for server products, Quanta for notebooks and Asus for plain vanilla motherboards. If true, this move would be the final blow to Intel with the end of a long exclusive partnership and a huge victory for AMD. 11/09/05 Dell Testing AMD Waters - The Street "However, this isn't the first time that rumors have surfaced that Dell is considering adding AMD processors to its lineup. And with AMD's increasing importance in the marketplace, and Dell's recent missteps, the prospect of the two companies hooking up takes on greater significance." 10/20/05 Dell predicts dual-core Xeons to top AMD in 2006 - InfoWorld "Intel takes a very definitive lead in performance and power management at 65 nanometers. ... If we thought AMD was going to be supercompetitive in the spring and fall of next year, we'd be introducing AMD products right now," Dell said. Enck did not follow up and ask why Dell hasn't introduced AMD products over the past year, given that Intel did not have that performance lead at the 90 nm process generation." 09/16/05 eWhy No Opteron for Dell? - eWeek "The revelation that Dell is phasing out Intel's Itanium processors in favor of its more-standard Xeon processors highlights the difficulty Intel has had with its bogged-down efforts to get Itanium out of the starting blocks." 09/08/05 Dell agrees to AMD subpoena request - the inquirer "Electronic records of two former Dell employees, Dan Anderson and Alan Luecke can't be preserved, the firm said." 07/15/05 Dell Looking To Do In The Server Field What It Did With PCs — Lower Prices - Investors "Dell's decision to use only Intel chips puts the firm at a serious disadvantage to rivals using chips from Advanced Micro Devices, (AMD) says Mark Stahlman, an analyst at Caris & Co. AMD took the lead in 64-bit chips and dual-core processors. "Every corporation in the world is asking for AMD products," Stahlman said. "The customers are going nuts for AMD servers. Intel servers are crummy in comparison."" 07/02/05 Michael Dell, Kevin Rollins named in AMD subpoena - the inquirer "Another letter sent to HP requests that Mike Capellas and Carly Fiorina, both formerly at HP, are named custodians of data that AMD wants. Vyomesh Joshi, still at HP, is also mentioned as a "custodian", as well as Shane Robison, Mary McDowell, Ann Livermore and Robert Wayman" 04/08/05 Dell remains open to AMD - IT Web "The Dell executive said AMD might have trouble meeting additional demand for high-volume PC products, but not necessarily for chips used in high-end PC servers." 04/05/05 Dell Chief Affirms Commitments to Intel, Blades, And Global Sourcing - Information Week "Such capabilities should help further Dell's strategy to sell more blade servers, which aroused doubts soon after hitting the market a few years ago over whether data centers were equipped to cool components working in such close proximity. Blade servers have grown in popularity, although it's been a slow process. Revenue from blade servers totaled $1.2 billion in 2004, slightly more than expected, due in part to higher average selling prices as users have aggressively deployed more two- and four-processor blades than had been expected. " 02/23/05 Dell rejects idea of AMD defection - The Register "Dell's CEO Kevin Rollins today told a group of financial analysts that Intel appears to have corrected numerous problems affecting its chip product over the past year. The close Dell partner has done enough to make up for these mistakes, so a possible deal with AMD is no longer in the works" 12/16/04 Dell enters Opteron Hell - the inquirer 11/24/04 How MS will end the Dell - Intel love-in - The Register "Dell, expect in the case of Itanium, always waits for customers to demand a new product before it adds the gear to its hardware lineup. If only the bravest customers are testing out Microsoft Server products on dual-core Opteron servers, then Dell would seem to be able to wait until Intel rolls out a dual-core Xeon" 11/11/04 Dell close to adopting AMD chips - Info World "Rollins pointed to AMD's technology lead on Intel in the 64-bit category as the primary reason for the shift in Dell's Intel-only strategy. "They've been getting better and better. The technology is better. In some areas they're now in the lead on Intel. That is what is interesting us more than anything," he said" 11/11/04 Dell Rolls On, But Slowdown Looms Ahead - Investors "The AMD products being sold by Sun Microsystems, (SUNW) HP and IBM (IBM) are going to be so definitively superior in the marketplace that the time will come that Dell's going to have to take the plunge," Stahlman said. He expects Dell to start selling systems with AMD chips next spring." 10/26/04 For Dell and AMD, a tantalizing question - ZD Net "Additionally, AMD gives Dell a lever. Sources say Dell has been on the verge of deals with AMD a number of times, only to back away late in the process after wringing concessions from Intel. (Microsoft similarly awarded Intel the Xbox contract at the 11th hour.)" 10/25/04 The real reasons why Dell spurns AMD - the inquirer "Dell is Intel's biggest customer, bar none, for its range of microprocessors, and we're pretty sure that when Craig Barrett and Mr Keith Rollins get chatting over a bottle of Round Rock in Dellshire, Texas, the good doctor comes as a supplicant rather than as a dictator." 09/08/04 Intel Inside holds up Dell Opteron adoption - the inquirer "Now Dell is deeply embedded with Intel and you might be surprised to hear that the Inside campaign is worth several hundreds of millions of dollar to the PC maker" 06/29/04 Dell Denies Advanced Micro Connection - The Street "However, a spokesperson for Dell disputed the report. "We don't have any plans currently nor have we announced any plans to offer a product based on AMD," said Bruce Anderson" 06/29/04 Dell seen selling AMD-based computers - Reuters "Dell spokesman Bruce Anderson declined to comment on the report, but pointed out that market speculation about Dell's use of AMD chips is not new. Dell currently builds all of its computers with Intel Corp. microprocessors." 05/10/04 Dell Means Business - eWeek "Real estate company Long & Foster Cos. standardized on Dell systems and storage about three years ago, attracted by the price/performance of the vendor's offerings. But Long & Foster CIO Michael Koval said that Dell recently has been pressed by competitors such as HP on price and that Dell needs to expand its line of servers to include Opteron-based systems, refreshed blades and systems with more than four processors." 04/23/04 Dell Will Join Opteron Party, AMD CEO Says - Channel Insider "However, Dell, of Round Rock, Texas, will eventually come around as customer demand swells, he said. Ruiz added that he knew of two major businesses who said they would not buy from Dell because the company doesn't have Opteron-based systems" 03/25/04 Dell Scrambles To Explain Opteron Ad Goof - Entreprise Linux IT ""As we understand it, this product was being sold through Dellware, Dell's catalog business," AMD spokesperson Amy Stansbury told NewsFactor. "Unlike Dell Corporation, which sells Dell-branded products, Dellware sells a range of products by multiple manufacturers through a distributor"" 03/24/04 Dell website advertising Opterons - Geek "Dell does not carry spare parts for items it does not sell. Ergo, if it's carrying spare part Opteron chips, it's going to be carrying a server to put those spare parts into sooner or later. Craig Barrett must have an ulcer by now. If he doesn't, he soon will, because if the Dell "Intel only" bastion falls, Intel's whole house of cards will fall with it" 02/19/04 New Memory Group Forged - Internet News "As a memory technology, DDR2 architecture (define) is used for desktop, server and notebooks. Intel has been working to validate DDR2 modules for its client and server platforms. At its developers forum, the chipmaker said it has slated the technology for its next-generation "Prescott" chips and "Grantsdale" chipsets" 02/19/04 Dell will continue to spurn AMD chips - the inquirer "Yet, if AMD's current chips are the best Dell has ever seen. And, if IBM, HP and Sun are happy to deliver AMD-powered systems to their corporate clients, we wonder if "not never" will ever come for Dell." 02/03/04 Interview: Michael Dell—Where Do We Go From Here? - PC Magazine "Well I think this idea of taking the 32-bit instruction set and extending it is good. I don't think AMD is the only company that's thought of that. In fact, I think Intel's kind of on record as talking about that. I don't think they've made a full, official announcement, but they have sort of indicated they have [it], so I think when you sort of step back and you say, what would you do with one if you had it today. I fully expect that there will be a variety of choices there, and we're going to fully participate." 01/08/04 Dell 'suspects' Yamhill is on the way - The Register "Based on these comments, it would seem Dell is waiting for Microsoft finally to release a strong 64-bit operating system for both AMD and Intel's x86-64-bit chips. With all the partners in a row, Dell could play it safe and not offend anyone - always the option of choice in the land of Dull. " 11/03/03 Dell in centre of Opteron-Itanium paradox - the inquirer "Even though the Opteron platform is the most technically advanced, offers the best value for money, and is the best migratory platform to 64-bit computing, Intel offered a financial inducement we couldn't afford to ignore". 10/09/03 Dell won't bite at AMD's new 64-bit Opteron chip - Austin Statesman "On Wednesday, Dell President Kevin Rollins indicated that the company intends to remain an Intel-only shop. Dell offers servers based on Intel's 64-bit Itanium chips, but AMD's new processors handle both 32-bit and 64-bit software. "To go with an AMD solution becomes problematic for us from a cost and kind of an ice-breaking standpoint. We believe 64-bit will be a technology customers will want and will migrate to it. It's a market that's emerging but not quite ripe yet."" 09/17/03 Dell's Rollins says PC maker won't buy new Advanced Micro chips - Detroit News "We're always looking at those new products, but I've got nothing to announce," Rollins said during a televised interview with Bloomberg News. "I don't think we're prepared to jump ship" on Intel Corp., which supplies all of Dell's chips." 05/02/03 Dell 'looking closely' at AMD's Opteron - again - The Register "This is interesting for two reasons. The obvious one is the acceptance that AMD64, the 64-bit technology on which Opteron is based, takes AMD to a new level. The second reason is more puzzling. If AMD is offering Intel compatibility at lower cost, why isn't Dell, that most price-driven of PC vendors, more interested in its products? Groves' comment suggests that Dell hasn't bought AMD before because of price. It can't be because those prices were too low, so it must be because Intel was cheaper." 05/01/03 Dell dabbles in AMD Opteron pond - the inquirer "But yesterday Kevin Rollins told investors at Merrill Lynch conference that the only thing preventing Dell from giving the thumbs up to AMD, was to ensure there was enough industry momentum and customer demand so that his firm could turn a profit." 12/12/02 Dell hints again at AMD Opteron takeup - the inquirer "The newspaper quotes a Dell executive as saying that it "might" use Opteron processors if it turns out they are faster and perform better than Intel's chips" 12/10/02 Dell blades not so sharp - CNET Asia "AMD's Athlon MP processors could have provided enhanced performance without significantly elevating the 1655MC's cost. And even if they did raise the price, it could have been offset by using IDE hard drives instead of the SCSI drives that are part of the package" 11/29/02 Dell's AMD server strategy - The Register "This is 64bit, enterprise-class system kit with AMD chips at the core. This is very bad for Itanic, and should be more than a little troubling for Sun, too. Microsoft killed Intel's plans for a 64bit x86 instruction set, according to uncorroborated scuttlebutt (unless you count hearing the same rumor twice as corroboration - we don't) and Sun needs volumes to justify its SPARC business" 11/20/02 Dell takes close look at Itanium 2 - IT World "A high ranking executive at a Dell partner has said, on condition of anonymity, that Dell will likely ship an Opteron-based server manufactured by Newisys Inc. Both Newisys and Dell are based in Austin, Texas" 09/04/02 Dell to use AMD processors? - HardwareCentral "According to Forbes magazine (dated 03/31/2000!!!) there exists the possibility that DELL may indeed use AMD Athlon Spitfire processors in some upcoming systems" 08/30/02 AMD may score major design win with Dell - eb news "Dell has used Intel Corp. processors exclusively. Joseph said that Dell might finally choose an AMD processor simply as leverage in price negotiations with Intel." 03/31/02 Dell, AMD May Reach a Deal for 64-Bit Chips - PC World "Dell Computer is inching closer to bringing Advanced Micro Devices on as a second chip supplier after the introduction of the company's 64-bit chips for PCs next year, the top executives from both companies indicated Tuesday." 03/31/00 AMD May Soon Sell Chips To Dell - Forbes "A source familiar with the companies says that Dell, the number one PC maker in the U.S., is negotiating to purchase 100,000 chips from AMD for use in low-cost desktop computers. The chips, code-named Spitfire, are expected to hit the market this summer." 02/04/00 Michael Dell: AMD environment "too fragile" - ZD Net UK "In an interview held in London, Dell told ZDNet UK News that although AMD was making good progress with its processor range, the technology it offered "was too fragile" for Dell customers. Asked if by 'too fragile' he meant there were incompatibility issues with AMD architecture Dell said, "Yes, and that's vital."" |
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| AMD & Dell Special - Part 2 |
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