<i>The register is not a reliable source.</i>
I've read The Register for some time... sure, they are sometimes quick to publish their articles and they like to publish articles on circulating rumors, but I've never seen them blatently publish something that was false. Take it for what it's worth... something is brewing at Intel, and Dell is not married to Intel for 64-bit computing.
The question is.. when will there be enough software out there to make a substantial demand for 64-bit computing in a Windows environment? Only then might Dell start selling AMD processors.
Microsoft <i>really</i> screwed AMD when they pushed back their 64-bit OS. I think they pushed it back another 9 months from it's scheduled release date.. which gives AMD 9 months less of a head start over Intel.
Sun, however, has really embraced AMD's new processors.