November 12, 2004

Dell CEO Considering AMD

Dell told reports on Wednesday the company is actively seeking AMD server CPUs in the future for its PCs. CEO Rollins pointed to AMD's technology lead on Intel in the 64-bit category as the primary reason for the shift in Dell's Intel-only strategy. "They've been getting better and better. The technology is better. In some areas they're now in the lead on Intel. That is what is interesting us more than anything." Rollins however did say they aren't considering AMD desktop CPUs yet due to manufacturing capacity issues. However analysts are skeptical as Dell has often in the past flirted with AMD just to win more concessions from daddy Intel. Read