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and 800,000 AMD-based notebooks

According to a report by Bank of America, Dell has ordered roughly 1.2 million desktops and 800,000 notebooks utilizing AMD processors from its supplier. The report suggests that the new machines will be arriving in late Q3 or early Q4 of this year. Calculations say that this number is roughly 16 percent of all Dell's desktop volume and roughly 19 percent of its notebook volume.

Yesterday DailyTech reported that Dell officially announced its roadmap for AMD desktops and servers. The Round Rock computer company told reporters that shipments of computer would be composed mostly of AMD's Opteron processors first, and desktop processors to be introduced afterwards.

Despite the boost from Dell, analysts predict that AMD's profit margins will be under pressure. With increased price pressure from Dell, its large debt from the ATI acquisition and expansion investments, AMD is expected to post financial results on the down side. Wall Street analysts say that in the long run, AMD should be making strong progress and its share price estimates for AMD is being raised from $19 to $23 per share.

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Curious timing
By CSMR on 8/18/2006 2:02:09 PM , Rating: 2
given the strong new product line from intel.




RE: Curious timing
By dagamer34 on 8/18/2006 2:12:51 PM , Rating: 1
Of course. Intel no longer needs Dell as a whore for it's chips now that it has Apple.


RE: Curious timing
By mendocinosummit on 8/18/2006 2:15:36 PM , Rating: 2
Dell has a much larger market share than Apple. Apple has what five percent. That helps, but nothing will help AMD more than to be with Dell.


RE: Curious timing
By Chernobyl68 on 8/18/2006 2:35:24 PM , Rating: 2
Dell has used AMD before, back in the K6/K6-2 days...



RE: Curious timing
By Bonrock on 8/19/2006 3:43:02 AM , Rating: 2
Why do I have no recollection of this?


RE: Curious timing
By glennpratt on 8/20/2006 11:53:20 AM , Rating: 2
Proof please.


RE: Curious timing
By MrDiSante on 8/18/2006 3:42:19 PM , Rating: 1
Actually, not even 5 percent. Closer to 3.


RE: Curious timing
By noxipoo on 8/18/2006 5:34:44 PM , Rating: 2
apple has 4.8 % in 2006


RE: Curious timing
By mindless1 on 8/18/2006 10:32:07 PM , Rating: 2
COnsidering Apple manages to twist the truth about darn near everything, I suspect that number is inflated.


RE: Curious timing
By Ardan on 8/19/2006 12:17:28 AM , Rating: 2
If thats the case, then that doesn't seem too out of the ordinary. Who DOESN'T twist the truth nowadays? :) lol


RE: Curious timing
By Viditor on 8/19/2006 3:34:52 AM , Rating: 2
quote:
apple has 4.8 % in 2006


Apple has 2.8% as of the end of Q2 2006, and they are expected to hit 3.2% at the end of Q3.
They have 4.8% only in the US...
Dell has 18% of x86 sales worldwide (Q2), and their new AMD line will be ~18% of this. This means that the marketshare for Dell made AMD systems should be about 3.2% worldwide...


RE: Curious timing
By grayfox1169 on 8/19/2006 11:00:42 AM , Rating: 2
Market Share is tricky. While Apple's is 100% Intel (after the migration is complete), Dell's AMD sales will come out of HP's hide to some extent. I suspect Dell's timing is explained in part by HP's success.


RE: Curious timing
By Viditor on 8/19/2006 11:23:35 AM , Rating: 2
quote:
Dell's AMD sales will come out of HP's hide to some extent. I suspect Dell's timing is explained in part by HP's success


Yes and no...
I agree that it's in a large part due to HP's success, but all Tier 1 OEMs are increasing their AMD lines...IBM, HP, and even Lenova are also adding more AMD design wins.


RE: Curious timing
By timmiser on 8/19/2006 2:29:43 AM , Rating: 2
I'm not so sure this will help AMD being will Dell. I'll bet AMD had to give away the farm and sell their processors at a healthy loss to get Dell to bite on a deal like this.


RE: Curious timing
By Viditor on 8/22/2006 2:39:07 AM , Rating: 2
quote:
I'll bet AMD had to give away the farm and sell their processors at a healthy loss to get Dell to bite on a deal like this

Actually, according to their comments at their CC, they didn't at all...
Dell has been paying for not carrying AMD for some time now (HP has been eating their lunch for almost a year!). It sort of made sense in that AMD didn't have the production capacity they do now (they will have tripled capacity in a year by this Xmas).
Some things to keep in mind:

1. Dell makes their money on high volume parts. Conroe (from an OEM's perspective) isn't a high volume part yet, nor will it be till next year. If Dell were to use Conroe to the extent they need to, then there would be almost nothing left in the channel (NewEgg, etc... would have almost zero inventory).

2. AMD has gained a very large mindshare and the costs are quite reasonable (HP has been killing Dell in servers because of this...).

3. Intel is changing (rumour) their rebate structure (probably due to the lawsuit), which makes it less attractive for Dell to be Intel exclusive.

4. While Conroe is certainly the speed champ today, we all know how quickly that can change (by quick I mean less than a year). For Dell, who the speed champ is makes very little difference...


RE: Curious timing
By Jeff7181 on 8/20/2006 1:35:02 PM , Rating: 2
But apple can charge twice as much for their products and nobody gives it a second thought... so in turn they can pay Intel more for the processors.


Not that I'm one for conspiracy theories...
By chucky2 on 8/18/2006 4:50:57 PM , Rating: 2
...but I wonder if Dell now is using AMD chips as Intel now has something coming down the pipe that looks to at minimum keep up and most probably beat AMD's offerings performance-wise.

This way, Intel can say to judges/public, what monopoloy?

And Dell gets the best of both worlds, cheap CPU's from AMD and less expensive product from Intel.

It just doesn't sit right with me that after all this time of AMD being able to deliver on the performance, and performance per watt, that Dell just now is finally moving AMD based hardware.

Chuck




RE: Not that I'm one for conspiracy theories...
By KCjoker on 8/18/2006 5:09:26 PM , Rating: 2
That's exactly what I think is going on. Intel got Dell to wait long enough for them to have a better product.


By marvdmartian on 8/18/2006 7:19:49 PM , Rating: 2
Yeah, but won't it be ironic if, due to the inherently lower AMD prices, that Dell will be able to sell AMD bases systems for significantly lower prices than they've been able to accomplish with Intel based systems??

Let's face it, it's only a small percentage of people that buy systems from Dell that are going to look at the top-end Conroe based systems. The vast majority are going to be looking at mid-range systems, and might look at AMD more favorably if they're getting more mid-range bang for their buck.

Heh, that's how I ended up with my first AMD based system, back in 2000, when I was looking to upgrade. I saw that for the same price, I could get a faster AMD cpu, and went for it.....and I haven't switched back! ;)


RE: Not that I'm one for conspiracy theories...
By bob661 on 8/18/2006 8:38:17 PM , Rating: 2
quote:
The vast majority are going to be looking at mid-range systems, and might look at AMD more favorably if they're getting more mid-range bang for their buck.
Nope. The vast majority buy the cheap shit. Well under $1000. That's Dell's primary market. Not the midrange nor the high end.


By Crusader on 8/18/2006 9:08:43 PM , Rating: 2
LOL look at the armchair CEO of Dell.

You dont know what they do and dont sell.


By mindless1 on 8/18/2006 10:34:53 PM , Rating: 2
Not just well under $1000, well under $600 unless they splurged on a large LCD.


RE: Not that I'm one for conspiracy theories...
By zsdersw on 8/19/2006 7:41:16 AM , Rating: 2
Conroe-based systems won't always remain only at the mid and top levels of the computer food chain. They will soon be in PCs at every price point.


By Viditor on 8/19/2006 9:40:09 AM , Rating: 2
quote:
Conroe-based systems won't always remain only at the mid and top levels of the computer food chain. They will soon be in PCs at every price point


I guess it depends on what you mean by "soon"...certainly not this year.
Conroe is significantly better than X2, and X2 is significantly better than Pentium D...but what's important to remember is that Pentium D is the vast majority of both Intel's inventory AND production! If they drop Conroe too low, they will be cutting out the majority of their sales (who would buy a Pentium D if they could get a Conroe for about the same price?).
In order for C2D to encroach on the low end market (and even the lower mid-end market), they will need to convert production away from the PDs...


By Viditor on 8/19/2006 3:40:57 AM , Rating: 2
quote:
This way, Intel can say to judges/public, what monopoloy?


The problem with that conspiracy theory is that the court is judging on the prior years, not current or future ones...


Battery life
By bjacobson on 8/18/2006 1:59:40 PM , Rating: 2
I forsee seeing Turion X2's. Anybody know about the battery life of these? (How far would a 12-cell battery go with integrated video?)




RE: Battery life
By Xenoterranos on 8/20/2006 4:14:07 PM , Rating: 2
Well. I get ~5 hours (sometimes closer to 6 with the screen dimmed and the wifi/bluetooth turned off) on my Turion ML-40. (not the low power one). So, if they've improved efficiency and kept the tdp the same or better, I'd say you wouldn't be crazy to expect 5 hours.


A bit misleading
By Steve Guilliot on 8/18/2006 3:42:49 PM , Rating: 2
The article makes it sound like Dell gets its desktops from a "supplier". Dell gets components from many suppliers, and manufactures its own desktops. The do rely on other manufacturers for most of their notebooks, though.




RE: A bit misleading
By mindless1 on 8/18/2006 10:33:52 PM , Rating: 2
Assembles, not manufacturers per se. I imagine they dont' even do much testing anymore, leaving that up to their motherboard partners.


Refreshing
By rupaniii on 8/21/2006 2:16:37 PM , Rating: 2
Apple has always provided a 'Platform Choice' so them choosing one vendor is no major issue, though they overblow the Hardware Choice as opposed to the Complete Platform. What does astonish me is that Dell has gone All In. Very nice to see. Any Time you just suddenly dedicate nearly 20% of your resources to a new line, that is a nice big trial.




RE: Refreshing
By rippleyaliens on 8/24/2006 12:29:23 AM , Rating: 2
Well, Dell has to do something, have you noticed they took a killing on the stock market, while HP, has made a kililng??
Dell -once again- just makes regurgitated junk, meaning, they offer no innovation, just copycat.. From pc's to servers, to everyother thing dell sells. No specialty, no WOW type machinery.. So going to amd, OK, it might actually save a customer $50 to go amd versus intel, and even in a corporate environment that is a good savings.. BUT if the machines offer no clear advantage, meaning... Intel has mgmt capabilities, all ready built into the chipset.. that is a IT, feature that needs to be there.. or how about supply.. Intel can pump out a gazillion cpu's Constantly,, amd at the moment, cannot.
who cares if they make the best cpu's, if they only can get you 5-10 at a time, then that isnt a good plan, lol....


Useless information
By cnimativ on 8/18/2006 3:29:49 PM , Rating: 1
The BoA report was issued as Dell's earnings preview, so Daily Tech is late by about 3-4 days on this "news".

Dell has already confirmed the desktop AMD adoption in their press release but has not mention anything about notebooks. So its more than likely the notebook parts of the preview is false.




spelling error
By Doh! on 8/18/06, Rating: 0
RE: spelling error
By wiiz3rd on 8/18/06, Rating: 0
"It looks like the iPhone 4 might be their Vista, and I'm okay with that." -- Microsoft COO Kevin Turner











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