Re: I don´t find it simple at all. I don´t know what you mean by it, and you have been unable to clarify it, or narrow it down.
I will rephrase:
Dell was very late with including an AMD system in their lineup, and as a result, they lost share in 2005 and in H1 2006 against HP and others. When they finally adopted AMD, it was obviously a knee jerk reaction to the analysts and the media, who were praising AMD's product lines in servers, but they should have realized internally that Intel's roadmap was improving. Now, HP and IBM seem to have done a big turn, since they are now advertising Intel leadership products, while Dell is still selling brown bananas (except now it's AMD brown bananas rather than Intel's).
As you said, Dell seems to be following the market leaders (HP and IBM), but they are obviously about a year late to the party. AMD does not have a leadership product, and as Dell pushes AMD products, they open themselves up to even more share losses to IBM and HP. Ironically, if they had done nothing, they would now be well suited to compete by advertising Intel based systems.
My question is, if Dell is following IBM and HP, how far behind do you think are they following; or in other words, how long until they catch up and start advertising Intel based systems...? Are they just planning to advertise AMD through the Barcelona launch, or will they catch the drift before IBM and HP eat their lunch? Maybe in return for staying "loyal" to AMD through Barcelona, Dell will get first dibs on Barcelona products. Wouldn't that be ironic....
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