AMD: Dude We Got Dell

Om Malik, Thursday, May 18, 2006 at 11:59 AM PT Comments (9)

Hey if Intel can reside inside of a Mac, then an AMD 64 chip inside a Dell server is not that preposterous. Looks like, AMD finally broke through the last remaining barrier in its competition with Intel. Dell, however, is still resisting using AMD chips in its desktops and laptops. Only a matter of time. (Update: Got rid of the chart for now - will update it in the morning, but right now in the after hours trading, looks like AMD is up about 12.5% and Intel is down 4.5%.) Also, from the archives: My Business 2.0 story on why AMD rocks in Server space, but trails in laptops.

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9 comments so far

May 18th, 2006
1:35 PM PT
ho said:

Did you really mean to show a daily chart?

May 18th, 2006
1:54 PM PT
Om Malik said:

yes it is today’s chart.. mostly about the news!

May 18th, 2006
2:33 PM PT
Arvind said:

Didn’t the news come out after the day’s trading? It wouldn’t even be reflected on this chart anyway.

May 18th, 2006
3:33 PM PT
kenobi said:

But a valid point. AMD are stealing the march. Intel still means nothing to the guy in the street looking for a cheap laptop.

May 18th, 2006
3:45 PM PT
Om Malik said:

oh damn… i was trying to include the image because i think it updates with after hour data as well. and we would not have to update it tomorrow. oh well

May 18th, 2006
7:34 PM PT

While this is important what remains to be seen is how Dell executes on this promise. It will be interesting to try and stack up similarly configured servers on Dell’s site and see if there is any major price bias between the two or if Dell is just going to push boxes out the door at whatever price market demands and component prices dictate.

May 18th, 2006
11:07 PM PT
Om Malik said:

i think this is going to be the first of the many little experiments with AMD for dell. I think their Alienware line of laptops is going to be the next one to adopt AMD chips. Not sure if others agree with me on that.

May 19th, 2006
5:23 AM PT

AMD in Dell Servers…

Here are some of Om’s comments on the AMD/Dell deal. This story is major news. Om thinks that in the future Dell will not only use AMD chips in servers but in laptops as well. I tend to agree since…

May 19th, 2006
9:43 PM PT
foodswami said:

looks like apple is the only intel only house left,

even supermicro http://www.supermicro.com/Aplus/ jump’d on the band wagon, but still undercover, no links from the main site to this site.

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