Dell confirmed to ship AMD desktops

As a surprise to many news has leaked that Dell will be shipping ~1.2 million A64 desktops by the end of Q3 and laptops with no amount listed shipping in Q107. Even thogh AMD has "bought" ATi, nVidia will ship Dell 1.2 million chispets in Q306 and 1.4 million in Q107.

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Quote :

lol, funny.

Now that Intel has better CPUs, now, Dell goes for AMD. LMAO, what morons. :lol:

Only 10% of Intel's total product line has that distinction. Dell can sit back and go out of business for all I care.

They have to provide something better. IT people know that P4 sucks and they will standing in line fighting for the few NGA chips.

Answer:

AMD!

I would put my 4400+ against any system in terms of my ability to do what I need to.

Reply to BaronMatrix

Quote :

I found this commentary interesting:

....investors have been unimpressed. AMD (nyse: AMD - news - people ) stock is down 35%, from $31.35 to $20.30, since the May 18 announcement. Perhaps that's because they've figured out that the deal is great for Dell (nasdaq: DELL - news - people ), but more dubious for AMD.

http://www.forbes.com/technology/2 [...] 21amd.html

If the deal is great for Dell, then why is their stock going down? IMO, this is the worst time to go AMD, but that's just from a performance standpoint. If Dell thinks they can sell more computers by using AMD CPUs, then good for them. Dell doesn't care which chips perform better; all they care about is which one costs them less.

Reply to Flopmouth_Fish

Quote :

I found this commentary interesting:

....investors have been unimpressed. AMD (nyse: AMD - news - people ) stock is down 35%, from $31.35 to $20.30, since the May 18 announcement. Perhaps that's because they've figured out that the deal is great for Dell (nasdaq: DELL - news - people ), but more dubious for AMD.

http://www.forbes.com/technology/2 [...] 21amd.html

Micorsoft's Steve Ballmer has been quoted as saying "We don't go by our stock price."

Google Steve Ballmer MS stock price

Reply to BaronMatrix

Quote :

I found this commentary interesting:

....investors have been unimpressed. AMD (nyse: AMD - news - people ) stock is down 35%, from $31.35 to $20.30, since the May 18 announcement. Perhaps that's because they've figured out that the deal is great for Dell (nasdaq: DELL - news - people ), but more dubious for AMD.

http://www.forbes.com/technology/2 [...] 21amd.html

If the deal is great for Dell, then why is their stock going down? IMO, this is the worst time to go AMD, but that's just from a performance standpoint. If Dell thinks they can sell more computers by using AMD CPUs, then good for them. Dell doesn't care which chips perform better; all they care about is which one costs them less.

Suppose your bottom line was disintegrated by a price war and there is no air in sight.

Your main supplier has no "air to breathe" in the high end and their "NGA" is MIA. Hey that rhymes.

WIth the rush for back to school no one will earnestly market P4 as a competent PC against X2. Dell will get killed without 3600+ and 5000+.

Interesting how they have both ends of the retail market SEWED UP with two chips that aren't available in retail.

Reply to BaronMatrix

My concern with the AMD-Dell deal has always been when are we going to see results? We've had announcements and re-announcements of Dell/AMD systems, but that's all they've been for the last few months. Now that article said 1.2 million desktops and servers for Q3, but time is ticking. Dell demoed Conroe systems a few weeks before it launched, but we haven't seen any Dell/AMD demos. This kind of makes August shipments dubious, which puts all the selling pressure on September so it'll have to kind of sneak into Q3. Hopefully, Dell will make a more official announcement soon.

In regards to Conroe numbers, I'm not sure which to interpret any more. We have the well known 1 million in 7 weeks number, and now your article's analyst said 1.5 million by the end of Q3. Still, the latest number from Intel is 2 million Conroes delivered before the end of Q3. Basically double the previous number. Intel also said there are plenty of Conroes available.

http://www.hkepc.com/bbs/itnews.ph [...] &endtime=0

Quote :

According to Vincent, Intel expects Core 2 Duo and Pentium D would coexist in the market for not a short time. The time of swapping would depend on the market and the stocking level. Intel hasn’t any clear reference for the time. But one thing can be ensured is that the swapping in retail market is sooner than OEM. And Vincent emphasized that the market will not lack of Core 2 Duo processor, they have plenty. He expected 2 million of Core 2 Duo desktop processor will be delivered before 2006 Q3.

I also don't know why you keep complaining that Netburst processors won't sell. Real experience from users have shown that the C1 stepping is excellent. This is a person with a 915D on C1 stepping and that thing is cool and has great clocking potential.

http://forumz.tomshardware.com/har [...] 93799.html

The 915D was $199 on release, the user bought it for $150, and the price should drop to $133 now that Conroe is released. You are right that no one would buy the 960D, 950D, 9440D, 930D or 920D at their price points. However, that's not the point. Those models are only available for corporate users on SIPP or people otherwise looking for a specific processor.

The selling focus is on the 2.66GHz 805D for $93, the 2.8GHz 915D for $133, and the 3.4GHz 945D for $163. At those price points, those will sell very well and those are the processors that are supposed to clear Netburst inventory. The mature processors, dual die approach, and 65nm process means that Intel is probably still making money on them even at those prices. Also, the dual die approach means they are clearing inventory 2 times faster (2 Cedar Mills or 2 Prescotts).

Now that user was only using a C1 stepping 915D and that was already very cool. Newer 915Ds and 945Ds are moving to the D0 stepping which should lower power consumption and make these processors even cooler. These processors also have Speedstep activated, unlike the original B1s, all the way down to 2.4GHz. Whether, in price/performance or performance/watt, these Netburst processors are in line or not that far behind AMDs offerings.

In regards to Dell, processors like the 805D, 915D, and 945D are their bread and butter. The 805D allows them to market the cheapest dual core system. The 915D allows them to market the cheapest dual core "65nm tech" with "large 2x2MB caches". And the 945D allows the cheap marketing of "fast 3.4GHz processors". A lot of flashy potential, (tricking consumers I know) at good prices.

Reply to ltcommander_data

So Dell has finally agreed to sell AMD chips. Too late to do any good for AMD users, at least the most part. Too late to take advantage of any price breaks, faster performance, just too late. Of course, even if it does have an AMD chip, will it still explode into flames?

Reply to Sailer

Quote :

lol, funny.

Now that Intel has better CPUs, now, Dell goes for AMD. LMAO, what morons. :lol:

Only 10% of Intel's total product line has that distinction. Dell can sit back and go out of business for all I care.

They have to provide something better. IT people know that P4 sucks and they will standing in line fighting for the few NGA chips.

Answer:

AMD!

I would put my 4400+ against any system in terms of my ability to do what I need to.

Your ability = K6

Reply to 49ers540

true..

not only that but also a blind fanboy!

Reply to butitoy

Quote :

So Dell has finally agreed to sell AMD chips. Too late to do any good for AMD users, at least the most part. Too late to take advantage of any price breaks, faster performance, just too late. Of course, even if it does have an AMD chip, will it still explode into flames?

Keep in mind most users don't need super high end PCs. Most businesses just need a PC thats at least 2ghz and has 1GB ram at the best price.

Reply to JesterX

There were some nice pictures of a Dell going up in flames at an office. My guess is that most businesses don't want that either. Besides, when it comes to simplicty, a cheap HP or E-machine will do ok in a lot of businesses for less money than a Dell.

Reply to Sailer

Quote :

Only 10% of Intel's total product line has that distinction. Dell can sit back and go out of business for all I care.

They have to provide something better. IT people know that P4 sucks and they will standing in line fighting for the few NGA chips.

Answer:

AMD!

I would put my 4400+ against any system in terms of my ability to do what I need to.

Baron has a point here, and give credit where it is due.

1. Conroe supply is limited currently.
2. Intel wants to dump its Netburst stock
3. If Conroe is not a feasible option from Dell (not available, long delay, etc) I would pick AMD before picking a NetBurst chip

AMD is really working on boosting the amount of Fabs and current Fab capacity. That is perhaps what Dell has been waiting for; AMD to have the ability to supply in Dell quantities.

Reply to TechnologyCoordinator

Quote :

I found this commentary interesting:

....investors have been unimpressed. AMD (nyse: AMD - news - people ) stock is down 35%, from $31.35 to $20.30, since the May 18 announcement. Perhaps that's because they've figured out that the deal is great for Dell (nasdaq: DELL - news - people ), but more dubious for AMD.

http://www.forbes.com/technology/2 [...] 21amd.html

Micorsoft's Steve Ballmer has been quoted as saying "We don't go by our stock price."

Google Steve Ballmer MS stock price

With the exception of financial investment companies (like Citigroup) and keeping it in perspective, very few companies do. Companies are more focused on their bottom line than the price of their stock. And rightfully so. Companies who worry to much about the price of their stock (I.E., ENRON, QWEST, & FANNIE MAY) end up getting themselves into trouble.

Case and point: HP and AOLTimeWarner

The primary focus should always be your bottom line. Not the price of your stock. ;-)

Astute observation BM.

Reply to mpjesse

I honestly hadn't heard this announcement surprisingly.
However note this.
Dell gets first dibs on intel's newest products.
Dell is offering chips now that won't be available to resellers for a month or so.
They have a few trucks at the assembly facilities sitting there for unloading as we wait.
They will favor their big partners with the new tech first.

Reply to will14

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