AMD strictly moderated (AMD)

[KeithDust2000]

wbmw, in spite of Dell's steep Opteron ramp.

...with an HPC model and a 4-way server. That´s about as steep as it gets when it comes to server volumes.

It suggests the other OEMs are moving back to Intel faster than Dell is ramping AMD.

What that suggests is that server buyers bought more INTEL-based servers last quarter.

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

Yes, they always have. The difference is they now offer AMD as well.

This is unlike Dell, who is actually touting their AMD products much louder than their Intel products.

The vast majority of Dell´s server sales are INTEL based, just like their advertising. Your perception is seriously flawed here.

This is a huge mistake for them, given that customers are clearly demanding Intel now.

They are not making any mistakes in that regard. They have a comprehensive INTEL server line-up that they advertise accordingly. Customers that "demand INTEL" get it from them as always.