AMD 50% At Dell in 2007 75
A reader writes: "Reports from Taiwan chipmakers indicate that AMD may make a very large percentage of Dell's sales this year." AMD, of course, has made no comments in regard to this; but if the reports are correct, then it's another setback for Intel in the server market.
20 Million of 55 Million (Score:5, Funny)
Anyway, this all goes back to our friends IDC who have this knack for claiming to be the industry experts in everything. I don't really buy that but they make these reports and then the article gets published and Slashdot usually caries them. In the particular link above, they estimate that 55 million CPUs will be used by Dell in 2007 and that, according to Taiwanese chipmakers, 20 million of them will be AMD chips. So that comes to a little over a third, not half if those estimates are accurate.
Hemos, I know you're pissed because you have to edit Slashdot on labor day weekend but hang in there champ. You forgot a department on the last story and a link on this one but you'll get the next one right, I'm sure of it!
Re:20 Million of 55 Million (Score:4, Funny)
that I think I had caught on Digg once (can I say that here?).
Not only can you say it, it's pretty much obligatory.
You forgot to complain about how late slashdot is these days though.
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Inquirer artical (Score:1)
http://uk.theinquirer.net/?article=33462 [theinquirer.net]
Slashdot effect? (Score:3, Informative)
It's whom! (Score:1)
In other words ... (Score:4, Funny)
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What Crack are they smokin there? (Score:4, Interesting)
What makes someone think Dell can flip 50% of it's business to AMD? The best way Dell can do anything is to drop the price. I don't think AMD is in the position to want to go into a price war just yet...
Re:What Crack are they smokin there? (Score:4, Interesting)
I'm waiting to see AMD's 65nm product. Until then, I'm sitting on the side-lines. That's probably why AMD is keeping their progress hush-hush. Just in case you missed it before, here's some good rumors about AMD coming out this month with 65nm products:
http://www.fabtech.org/content/view/1757/2/ [fabtech.org]
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Dell had to do something (Score:5, Insightful)
1. AMD servers.
2. A server upgrade path beyond the X86.
I think the last one is over looked. If you need big iron IBM can provide a Power based solution, Sun can upgrade you to an Ultrasparc based server, and even HP has the Integrity and Superdome lines.
The other thing that IBM, HP, and Sun offer is real Linux and Unix support. IBM is heavy into Linux now and still is actively developing AIX, Sun has Solaris and more than a few FOSS projects going on, and HP has good support for Linux and not one but Two versions of Unix.
The difference is Dell sells boxes, IBM, HP, and Sun are computer companies.
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Meanwhile, AMD is preparing to launch the K8L. Not only will it feature many of the performance improvements seen in Core2, it will also feature a shared L3 cache and, most importantly, a 4th hypert
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Even with the Xeon 5000 and 7000 with Dell you are at a dead end. If you ever want to go past four cores you have to get a new vendor. Dell really doesn't offer anything that compete with the high end servers from IBM, HP, and Sun. As I said they just move commodity boxes that anybody else can offer.
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Dell HAD an upgrade path... (Score:2)
search for "dell 6850" for reference.
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In reality it wasn't much of an option for them because Itanium has done best in HPC and high end SMP boxes. HPC is a market that Dell could address but they struggled against IBM and HP who were able to wrap Itanium and x86 offering with services and software support to impliment big HPC clusters. Large SMP is a market that Dell could not realistical
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You don't even need a module if you're willing to have a nonconventional interconnect layout. Having every processor connect to every other processor is great, but if you're willing to give some of that up, then you can connect more AMD processors. If you wanted t
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Spellcheck (Score:1)
Slashdot only has 15-20 stories a day...would it be too much to ask someone to proofread the briefs before posting them?
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>>put if the reports are correct
Slashdot only has 15-20 stories a day...would it be too much to ask someone to proofread the briefs before posting them?
Not only that but, there isnt even an article linked in the summary, I mean, WTF has happened here?.
The sad thing is that I only realized that *after* reading the comments (maybe the Editors already gave up as nobody RTFA anyway).
TFA? (Score:3, Insightful)
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One point of sanity, exactly 50% down the page! Everybody above and below completely oblivious to the fact that they are arguing over fuck-all content-wise. It must be the general attitude of the 'article' that gets everybody revved up.
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In other words, they do exactly the same as most other tech/IT companies (including Intel).
By the way, why do you keep linking [slashdot.org] to that site?
What about supply? (Score:3, Interesting)
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That doesn't matter.... (Score:2)
on AMD. I'd be surprised if it got to 10%.... less on the Desktop.
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4+ core Opteron systems blow 4+ core Intel systems out of the water because of Hypertransport; processors can communicate intelligently. Intel is still using a single-memory-controller model for their hardware design, while AMD using using NUMA. Like all the rest of the big boys.
I
AMD anti-trust case (Score:2, Interesting)
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Citations? (Score:1, Flamebait)
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We could then move to "best tool for the job". Last I checked, AMD was never ahead in EVERY benchmark. Was it the better chip overall? Sure... but that doesn't mean it was the best for EVERY job.
Pricing? Core2 wipes the floor with A64 and is still priced lower, turns out Intel has 10x the fab capac
Not so fast (Score:5, Interesting)
Personally (and off topic), I would love to see this happen. But don't count on it any time soon.
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It is true that Dell has been rumoring this for years. But today it's different: Dell has promised to their customers and shareholders that they will start selling AMD-based desktops in September 2006, and AMD-based servers by the end of 2006, as you can read on one of the many dell.com's webpages about the subject [dell.com].
You can't say "it's still a rumor". This is wrong. If they don't do it now, they will get severly sanctionned by their shareholders this time.
Maybe.. (Score:4, Interesting)
Same with IBM, both only just now really started taking AMD seriously and did so just in time for Woodcrest to come and tip price-performance back to Intel systems. AMD still has the memory performance advantage, but Woodcrest/Conroe's 4 ops per clock and relatively aggressive pricing mean AMD has to do something. I don't know AMD's schedule for quad-core offhand, but know Intel Clovertown is supposed to be probably 2nd quarter of 07. It's possible that in going to quad-core Intel's memory architecture could choke them and give AMD a more thorough advantage, or that AMD also gets similar performance while going to quad-core as Intel gets with Woodcrest/Conroe and the scales tip to AMD again.
I expect more from 65nm (Score:3, Informative)
But for the average buyer, I think AMD moving to 65nm manufacturing will be more relevant. It should result in lower manufacturing costs and hopefully higher clock speeds, making the Athlon X2 more competitive compared to Intel's Core 2 Duo.
The shrink to 65 nm will also arrive sooner than the quad cores. Others in this thread have speculated that Dell might be the first to get some of the
Tech News? Bah... (Score:1)
Apple (Score:2, Interesting)
Yeah! Go AMD! Finally, Dell! (Score:2)
Here comes my standard AMD+Dell troll, which has held true for years. But that never prevents it from being moderated as troll.
Dell will never ship an AMD CPU (in a PC). I had to add the parenthetical part recently because someone pointed out that Dell does sell individual AMD CPUs. Intel and Dell are the same company. Intel makes the chips, Dell makes the plastic boxes that hold them. Move along.
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In all cases prior to now it's been strictly rumor.
That is NOT the case today. Today, Dell has promised, PROMISED, product delivery. Not said "we're thinking about going amd", but "We will be delivering multiple desktop SKUs in September and server SKUs by EOY."
Failure to deliver on that promise, or to backtrack on it, will result in Dell seeing their share price slashed, and the history of the Intel/Dell relationship being so closely scrutinized by the FTC that Intel should be scared shitles
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Here is the slashdot source (Score:1, Informative)
20M processors in Dell's some 40M PCs and servers by the end of 2007 means 50% for AMD. Right?
This article puts it at closer to 1/3 (Score:3, Informative)
Dell reportedly to use about 20 million AMD CPUs
Celia Lin, Taipei; Jessie Shen, DigiTimes.com [Monday 4 September 2006]
Market sources say that about 20 million Advanced Micro Devices (AMD) processors will be used in Dell's servers, desktop PCs and notebooks between the fourth quarter of 2006 and the fourth quarter of 2007. Dell will use four million AMD CPUs in its notebook line while sixteen million AMD CPUs will appear in Dell's desktop and server products, according to the sources.
Sources in the Taiwan notebook industry pointed out that AMD has progressively expanded its presence in the notebook sector, by adding Dell as one of its major supporters in addition to Hewlett-Packard (HP) and Acer. Obtaining Dell's support would better convince domestic notebook manufacturers to divert more R&D facilities and resources to AMD-based products, the sources indicated.
AMD declined to comment on the report and denied to reveal any details of the company's relationship with customers.
On May 18, AMD announced that Dell stated in its quarterly earnings statement that it intends to offer AMD Opteron Dual Core processor-based servers. According to Dell's August 17 press release, the PC vendor will launch Dimension desktop computers with AMD processors in September and will introduce a two-socket and multi-processor server using AMD Opteron processors by the end of 2006. So far, announcements of Dell's notebooks with AMD processors have not yet been made, though various rumors have circulated that Dell's first AMD-based notebook will be introduced in the fourth quarter of 2006.
According to International Data Corporation (IDC), Dell shipped 37.78 million PCs (including desktops, notebooks, ultra portables and x86 servers) in 2005, up 18.9% from the 31.77 million units that the company shipped the previous year.
With an average annual growth of 20% in full-year shipments, Dell is aggressively estimated to hit the 45 million mark in PC shipments this year and 55 million units in 2007, according to market sources. Accordingly, the 20 million AMD CPUs are expected to be used in a third of Dell's overall PC shipments, jumping from 0% at present, the sources found.
According to Mercury Research, AMD's overall market share stood at 21.6% in the second quarter of 2006, with on-quarter growth in the desktop and server sectors reaching 0.6- and 3-percentage points, respectively. In the meantime, AMD's share of the notebook CPU market had a sequential drop of 0.3-percentage points in the second quarter to 13.3%, data released by the research firm showed.
In related news, market sources speculated that AMD may face a situation where demand exceeds supply. Instead of a tight capacity concern, a shortage is predicted to surface in the channel market, as the chip vendor will give priority to PC vendors Dell, HP and Acer, according to the sources. An August 7 article cited sources as revealing that AMD aims to ship 12 million notebook CPUs in 2006, accounting for 15% of the world's notebook CPU market.
Where's the link? (Score:2)