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Re: tecate post# 52774

Thursday, 02/24/2005 6:17:20 AM

Thursday, February 24, 2005 6:17:20 AM

Post# of 97775
Tecate, re: Perhaps Intel has a lot of of things not announced - Dell stayed with Intel because they found Intel's roadmap compelling enough to not want to carry two lines.

First answer is Dell stayed with Intel because they always do.

Another answer could be that Dell is privy to 65nm performance at the very start of 2006 and decided to weather the time in between. There are a lot of possible answers but imo it's extremely unlikely that any of them includes Intel releasing unannounced cpu's.

There's always the not that unlikely marketing $$ story. Whatever is the real answer Dell going with AMD was not a wide spread expectation anyway.

re: Well you just as easily you won't see AMD blow away Intel

AMD dual core blows away anything Intel can offer in the x86 space for at least until start 06 but rather likely well into 06. Also AMD continues scaling 90nm to higher frequencies whereas Intel is stuck at 3.8GHz at least until end 06. Ofcourse AMD won't blow away Intel financially if that's what you mean, nor increase market share in desktops dramatically (meaningful market share increases in notebooks, workstations and servers are rather likely though). You're right that no Dell has a very significant influence in corporate acceptation, and that's a shame.

Regards,

Rink






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