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Citigroup analysts say that Dell will intrduce AMD desktops by September 2006

In what might be the next major move by Dell, the company is expected to introduce desktop computers using processors from AMD by September of this year. According to Citigroup Inc. analysts, talks with component manufacturers have revealed that Dell had been seen using AMD processors in desktop configurations, presumably with prototype systems at manufacturing facilities in Taiwan or China.

According to Citigroup analyst Jeff Yeung, several analysts from Citigroup are in talks with component manufacturers in Asia. Earlier in June, AMD said during a conference with industry reporters that it expects Dell would embrace more of its processors. The report by Citigroup suggests that Dell will start with entry level systems.

DailyTech previously reported that Dell had announced it would start using AMD's Opteron processors in its workstations and servers. The move was unprecedented in all of Dell's history, as the company had been exclusively Intel-only since its inception. Upon its acquisition of Alienware, which sells both AMD and Intel high-performance computers, there was speculation that Dell would eventually use AMD processors and its Opteron announcement finally confirmed it. Dell's chairman Michael Dell said in an interview that Dell's XPS line would not be affected by the Alienware acquisition and that Dell would continue to develop the XPS line as its own offering.


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Fancy that
By ceefka on 6/14/2006 8:41:28 AM , Rating: 1
Now all we need is world peace.




RE: Fancy that
By Master Kenobi (blog) on 6/14/2006 8:58:44 AM , Rating: 2
I dunno about that. Dell has a very simplified system, and adding the options for AMD processors causes issues especially with board and chipset suppliers. They might do this in their XPS line, but I see no reason for them to put it into stock standard laptops and desktops, just adds more supply problems, and confuses the people buying computers.

Heres a goodie for ya though, how much cheaper is it really to go with AMD? They only produce the technology, they don't actually make any of their own chips, boards, chipsets, etc..... But Intel basically does all of this inhouse, with other partners also producing chipsets and boards, so theoretically Intel would charge for profit once of a competitive margin, and gets all the profits. AMD gets their cut, ATI gets theirs, board makers gets theirs, fab owner gets his... etc... etc... So in theory AMD makes money, but nowhere near as much as Intel can make since they keep it all inhouse. So this might not be the best move for DELL to push it down to its non-gaming product lines. My 2 cents.


RE: Fancy that
By Griswold on 6/14/2006 9:40:35 AM , Rating: 2
Other companies face the same situation when they offer AMD systems, but they seem to be happy with it. You have to adapt to survive and Dell wont be No. 1 forever by sticking their collective heads in the sand.

On top of that, maybe they (Dell) know more about future possibilities (in terms of platform) that AMD might offer them, than us, stINQ or some analysts who just go by what a little bird told them but do not know why the birdie is talking.


RE: Fancy that
By Schadenfroh on 6/14/2006 9:50:53 AM , Rating: 2
quote:
They only produce the technology, they don't actually make any of their own chips


Oh really?

http://www.anandtech.com/cpuchipsets/showdoc.aspx?...


RE: Fancy that
By bob661 on 6/14/2006 11:15:55 PM , Rating: 2
quote:
But Intel basically does all of this inhouse, with other partners also producing chipsets and boards
Foxconn and Asus make most of the boards for Dell, not Intel.


RE: Fancy that
By dude on 6/15/2006 9:24:42 PM , Rating: 2
Hey, even if Dell uses Intel boards, guess who makes most all of the Intel branded boards? Asus!

Who makes most of Apple computer products, from iPods to Laptops? Asus!


Is it bad timing for Dell or what?
By AGAC on 6/14/2006 10:11:01 AM , Rating: 2
Is it kinda late? I mean Athlon 64 has been mopping P4 performance and price wise in the last couple of years. Now Intel is about to launch Conroe which is supposed to be faster and cheaper than anything currently available from AMD. If this is true, than either Dell is showing poor timing to bring AMD chips inside it´s machines (now that AMD is bound to loose some momentum) or Dell is aware that next gen AMD chips can still hold its ground against Conroe to justify the support.
Is there any Dell mole to give us a clue about it?
Anyhow, I would certainly buy cheap and reliable Dell Sempron machines for my office, the notebooks will remain Pentium M (yet to see the need for mobile dual core). At home, well as a die hard DIYer, I love to breed my own machines.




By bob661 on 6/14/2006 11:17:39 PM , Rating: 2
quote:
Now Intel is about to launch Conroe which is supposed to be faster and cheaper than anything currently available from AMD
It won't be cheaper but it will be faster. Expect 20%+ markups when Conroe is introduced due to low supply because of the OEMs sucking up all of the supply.


Another Analrapist
By shadowzz on 6/14/2006 9:02:00 AM , Rating: 1
Great, another one of these guys trying to inflate his stock price after the abysmal beating AMD took the other day. No thanks, I'm not believing this one just yet cause some guy in China said so.




RE: Another Analrapist
By finalfan on 6/14/2006 2:16:32 PM , Rating: 2
Exactly!!!


Intel's idea?
By kkwst2 on 6/14/2006 9:25:25 AM , Rating: 1
Is there any way this was orchestrated by Intel to undermine AMD's lawsuit against them?

It's hard to argue you don't have fair access if the world's largest computer maker offers your computers.




RE: Intel's idea?
By Griswold on 6/14/2006 9:34:10 AM , Rating: 2
They cant undermine anything by any actions they take now. The lawsuit is based on actions of the past...


It's all a Charade!!
By bamacre on 6/14/2006 10:18:02 AM , Rating: 1
It's all a Charade!! The plan is to destroy Intel's stock price, so they can all buy it up cheap, and sell when the results of Conroe and Woodcrest show up in the books.

On a [i]more[/i] serious note, I think this would be a dumb move by Dell, perhaps their dumbest ever. Hey, Michael, Keep It Simple, Stupid.

Intel is about to release their best products in a years, compared to their competition. Worst time ever to make the change.




RE: It's all a Charade!!
By amdsupport on 6/14/2006 3:10:41 PM , Rating: 2
They are not changing from intel to amd...they are just speculating (based on what "they" saw) that dell might add a new line of amd consumer PCs--in addition to their intel consumer PCs.

Dell would never just drop Intel completely for AMD, that would be a stupid move on their part.


?
By RMSistight on 6/14/2006 1:01:34 PM , Rating: 2
Might want to correct that spelling there on the first sentence.




dell's revenge
By mountcarlmore on 6/14/2006 4:27:49 PM , Rating: 2
if y'all havent heard yet, intel is introducing a flat rate pricing structure. dell, hp, gateway, joe pc builder, all get the same price. dell is pissed aboutit not getting preferential treatment and therefore wants to take a little jab at intel by offering some amd systems. as for amd not being a platform provider, the ati purchase will certainly change that. and by the way, intel does not make motherboards, only chipsets. foxconn makes the actual boards.




uh...
By cnimativ on 6/14/2006 10:33:59 AM , Rating: 1
I think those orders might have just been Alienware using Dell's supply chain...

Who cares. Dell already sell AMD shizzles through Alienware anywayz.




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