AMD strictly moderated (AMD)

[wbmw]

Re: HP continues to advertise AMD products.

Sure, but if you'll notice, Intel gained a bit of server market share last quarter, in spite of Dell's steep Opteron ramp. It suggests the other OEMs are moving back to Intel faster than Dell is ramping AMD. I thought that would be obvious by now.

Re: IBM has done a big turn and is finally offering a comprehensive AMD server line-up

And yet they are still proclaiming their Intel product lines, too.

http://news.com.com/IBM+plans+new+high-end+Xeon+server/2100-1010_3-6122413.html

This is unlike Dell, who is actually touting their AMD products much louder than their Intel products. This is a huge mistake for them, given that customers are clearly demanding Intel now.