<FONT COLOR="BLUE">DELL</FONT>TO USE<FONT COLOR="GREEN"> AMD</FONT>
theregister.co.uk
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AMD in Dell!!!!!!!!!!!!!!
by: zhangxuelei 10/6/00 10:46 pm
Msg: 315611 of 315933
Yes. I think there are two independent sources in Chinese said Dell has decided to use AMD today.
The first source is VIA Technology's web site. VIA collects local news about PC industry everyday, and put it into its web site. I have followed this site for very long time. The information there is often accurate.
w3.via.com.tw
Today it collects a piece of news from "Commercial and Industrial Times", which I beleive is a major Taiwan local media, like Reuters or CNN in US. The article manily discussing the Taiwan chipset industry. Three Taiwan chipset companies, VIA, SIS and ALi owns 50%-55% global chipset market share totally. They said ALi can not keep their chipset sales level this quater, and possibly next quarter, because ALi's major client, Dell, just decided to use non-Intel CPU. I guess they are talking about AMD.
ctech.com.tw
Another source is an independent web site. It's first time I see this site, so I can't comment their accuracy. They clearly indicate that Dell has decided to use AMD CPU. They said the reason is Intel delays P4, so Dell has to use AMD 1G CPU to increase Christmas sales.
If Dell wants to use AMD CPU, they need to contact Taiwan chipset and motherboard to prepare supply two or three months before actual shipment. So it's reasonble that Taiwan companies will know the news before hand.
Dell is one of the largest PC company, and the most loyal client of Intel.Dell may be especially helpful for AMD to enter into enterprise market, which is AMD's current only weakness.
I expect to see 50%-60% one-day jump of AMD stock if it is true Dell has decided to switch to AMD. Any comments?
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Is this semi plausible?
We need Chinese experts to read those things. |
