Dell: AMD Inside
For some PC users it might appear as a revolution. After years of Intel-only offers, Dell will prose AMD processor-based computers for S2 2006.
It will only concern servers that will be powered by Opteron; and Dell will continue to propose Intel-based servers too.
This will not increase by 200% Dell's earnings, as it concerns a niche market; but it is a sign.
It is obvious that the success of AMD processors vs. ageing Pentium IV during the last 12 months has strongly contribute to the adoption of AMD processor by Dell. But it remains unknown if the partnership between Intel and Apple has contributed or not to this decision.
By Q3 2006, the new server-dedicated Intel processor should be available, and AMD Opteron will have to face serious competitors from Santa Clara Giant.