George said:
At least we AMD DIYers have a reference now for the kind of junk Dell is
selling.;-)
It's funny, one of the anal-yst firms, Goldman-Sachs, is commenting that
the extent of support for AMD processors is less than expected, because
it doesn't think there's enough models being introduced. I guess it's
thinking that it's gotta be like the Intel model where you usually need
a different motherboard depending on whether it's Celeron, Pentium, or
Core, and even whenever new speed grades are introduced. Dell is only
introducing two models with AMD processors, the standard-sized E521 and
the slimline C521, and that's it. What GS doesn't seem to understand is
that the same system is available with everything from a Sempron, right
upto X2's (and probably FX'es too, but they aren't offered on these
models). So why would Dell need to offer anymore models?
Yousuf Khan
"Goldman Sachs notes that while there has been continued speculation
regarding the magnitude of AMD's (NYSE:AMD) penetration of Dell
(NASDAQ
ELL), they believe that Dell's initial rollout of AMD-based
products suggests that expectations may have gotten ahead of reality, at
least for the remainder of 2006. Dell's new Dimension products represent
a very small percentage of its overall business. Further, while AMD's
pending notebook relationship with Dell will drive incremental share
gains, they believe that if the extent to which Dell is currently using
AMD in desktops is similar to what the firm can expect in notebooks,
AMD's market share is unlikely to increase as meaningfully as current
expectations suggest. To that end, the firm is republishing their recent
analysis which illustrates that AMD's share gains at Dell/IBM in
2006/2007 will likely be more than offset by Intel's gains at HP, the
white box market, and the gaming enthusiast market."
http://www1.investorvillage.com/smbd.asp?mb=476&mn=1893&pt=msg&mid=436912