Advanced Micro Devices Inc (AMD)

[UpNDown]

Dell's concern

I've seen several posts about Dell's adoption of Opteron being insignificant because of the low volumes involved. It seems to me, though, that Dell has a more important concern: they don't want their large, tied-up customers to add HP or Sun as approved corporate suppliers. Once a company allows purchase of Opterons through HP or Sun, other orders may find the path much easier to leak away from Dell. Then Athlon-64 desktops or notebooks start getting ordered as well, or even other Intel machines may be supplied by HP or Sun. Dell would not be happy with that.