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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 236.73-6.1%Jan 30 9:30 AM EST

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From: dougSF305/18/2006 8:45:25 PM
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Dell says 4S servers only:

Rollins said Dell's initial embrace of AMD will only involve servers with four processors--a relatively small category of the server market. There are no plans to sell AMD's chips in desktop PCs, notebooks or other servers at this time, he said.

"Our customers expressed a desire for that technology," Rollins said, referring to Opteron. "We will still be launching this year a broad base of Intel products."


"Intel has been a great partner, and is going to stay a great partner. They are still going to (provide) the vast majority of our processors," Rollins said.

"We appreciate that Dell shows strong support for the bulk of our product offerings and belief in the strength of our road map," Intel spokesman Scott McLaughlin said in a statement. "The (four-way) niche has been a challenging one, but our next-generation Intel Xeon processor MP (Tulsa), shipping in the second half of 2006, will provide a competitive product."

Four-way, not two-way
It's interesting that Dell chose four-processor servers, rather than two-processor servers, for its first Opteron products, said Gordon Haff, an analyst at Illuminata. "If you're going to introduce an alien product into your line, logically you might do it where your highest volume is."


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