Rumors Buzz Again About Dell Considering AMD
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Rumors that Dell may be considering Advanced Micro Devices&#39; server chips are again causing a stir. AMD&#39;s stock shot up Friday after press reports quoted Dell Chief Executive Officer Kevin Rollins saying his company is studying the possibility.
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Chip maker about to be bought? A US analyst has expressed "increasing concerns" that AMD is heading toward a cash-flow crisis even a shareholders' ears prick to whispers that a private equity company is looking to buy a stake in the chip maker - or even the whole kit and kaboodle.â¦
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Advanced Micro Devices (NYSE: AMD) continues to plug away at microprocessor rival Intel&#39;s (Nasdaq: INTC) lead, which once seemed insurmountable.
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The Story: Sun Microsystems has been in and out of the (metaphorical) grave more often than Count Dracula. The one-time king of the Internet servers suffered a body blow when the dot-com bubble burst, and since then it?s been a struggle to keep the company?s name on the buy lists of enterprise IT shoppers. That struggle has been chronicled by endless stories in the trade and financial press with headlines featuring bad puns like ?The Sun is setting.?                                                    Those days are finally, if quietly, coming to a close.[ Slideshow: 2007's top underreported tech stories ]In less than two years in the CEO?s chair, Jonathan Schwartz has put the company firmly in the black and, after years of bleeding, resuscitated Sun?s flagging software business and storage businesses, and put together a product road map that Morgan Stanley analyst Katherine Hubert calls its strongest in years.?You have to credit Schwartz because he understands the way to combine hardware and software,? says Bud Mathaisel, CIO of outsourced-IT provider Achievo. ?Although Sun?s image slipped from public view, they were making very competitive technology and pricing.?Sun?s line of Galaxy and blade servers are hits across a wide swatch of businesses, and its storage business is growing. Sun has already entered the market for quad-core servers (while rival AMD?s Barcelona remains problem-plagued), and in the next year or so Sun will roll out new server, storage, and networking products. Also, Sun acquired SeeBeyond in August 2007, a $387 million buy that positions Sun to become a vendor of choice in the race to provide the integration tools needed to support enterprises? SOA strategies.The powerful new hardware lineup, plus the enterprise service bus that came with SeeBeyond once again makes Sun core to the datacenter.Not all of the credit goes to Schwartz, of course. His predecessor, cofounder Scott McNealy, poured hundreds of millions into R&amp;D in the dark days of 2002 and created the UltraSparc T1 (or Niagara), the server chip that?s keeping Sun competitive with larger rivals IBM, HP, and Dell.What?s more, McNealy had the foresight to bring back hardware wizard Andy Bechtolsheim in 2004. Bechtolsheim led Sun efforts to design the AMD Opteron-based Sun Fire x64 servers ? better known by their code name ?Galaxy? ? that were key to Sun?s datacenter reentry.The Bottom Line: Sun?s transition from leader to laggard and back to contender has been very painful, particularly because of the deeps cuts in personnel Sun has been forced to make. But the numbers ? four profitable quarters in a row plus record margins ? as well as a growing list of wins, point to a company on the upswing. Sun may not be at the top of everybody?s vendor list, but once again, it?s worth your consideration.Complete list of 2007 underreported tech stories: 1.? Java is becoming the new Cobol 2.? Sun Microsystems is back in the game 3.? Hackers take aim at Mac OS X 4.? There are some threats you can worry less about 5.? Companies may have found a way around H-1B visa limits 6.? Open source?s new commercial strategy 7.? End-to-end Ethernet finally arrives 8.? Blade servers arrive for the masses 9.? BI is dead; long live BI 10. Balance of power shifts to software buyers
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Dell president and chief executive officer Kevin Rollins indicated that the company is considering including Advanced Micro Devices processors in its server roster in the foreseeable future.
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Amid further delays of AMD's quad-core server chip and plans to write off goodwill from the acquisition of ATI, AMD executives are going to face tough questions when they meet financial analysts in New York Thursday.
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The class-action lawsuit filed against Dell Computer on Wednesday makes a complex case, and does not provide much evidence to back up some of its principal pillars other than citing Internet blogs and press reports. Intel is involved, though only peripherally. There are leaps of logic one must take to accept its premises. But whatever the case's outcome, it has already damaged Dell.
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Intel Developer Forum this week will zero in on upcoming chips. Areas for longer-term growth aren't quite so clear.
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I guess this news will have to hold us over until the individual companies make their announcements. AMD today announced PCI Express support from leading chipset manufacturers, offering performance-hungry
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Dell chief executive Kevin Rollins on Monday gave the most direct indication yet that a deal with AMD may be on the way, dropping a strong hint that the news was a question of when, not if.
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InfoWorld - Dell president and CEO Kevin Rollins indicated that the company is actively considering including AMD processors in its server roster in the foreseeable future.
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Dell president and CEO Kevin Rollins indicated that the company is actively considering including AMD processors in its server roster in the foreseeable future.
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Yesterday's release by Dell Computer of very preliminary earnings numbers for its previous fiscal quarter may give investors at least a handful of data to help them understand the turmoil from which it may be recovering...if it is recovering. The company doesn't appear to be hemorrhaging, and there seems to be at least some good news. But it's hard not to keep seeing question marks and unresolved issues.
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(InfoWorld) - One of the biggest rumors to come out of Computex this week is that Intel is developing a new high-end graphics processor, which it will begin sampling to graphics cards makers in Taiwan in the next year or two. Graphics card makers at the show said they've seen no signs of it, however. The rumor follows reports of Intel hiring more graphics chip engineers, and speculation that Intel will have to answer Advanced Micro Devices' (AMD's)Â purchase of GPU maker ATI TechnologiesÂ last year. AMD is developing a family of microprocessors with graphics built in,Â called Fusion. Some also speculate that Intel will need to buy a graphics processor company to bolster its expertise in GPUs. Intel already makes graphics cores, but they are generally used in chip sets for PCs aimed at users who are not looking for high end graphics. In fact, Intel is the world's largest graphics chip maker, but it has never gone after the high-end segment of the business, which has long been dominated by NvidiaÂ and ATI. The only major announcement Intel has made recently about graphics is building the function intoÂ a future multicore chip code-named Larrabee. The chip, which will pack dozens of x86 microprocessors onto a single piece of silicon, is under development. The company may eventually take a swing at the high-end GPU business, but several graphics card makers at Computex say they've seen no sign of such a move yet. "There have been rumors of an Intel GPU for a long time. I haven't seen anything like it yet," said Andy Wu, project engineer in the multimedia division at Micro-Star International, one of Taiwan's largest graphics card makers. "It would be big news if it were true, but it's not real," said Andrew Wei, graphics product manager at Foxconn Technology Group, another graphics card maker. An engineer at Asustek Computer, Taiwan's largest motherboard maker and a major graphics card developer, also denied the existence of an Intel GPU or any hearsay that one might be coming anytime soon. Grace Wang, regional marketing manager for Intel's Asia Pacific platform component group, said Larrabee is the only major graphics project Intel has announced recently, and declined to comment on any other product plans. Intel held 38.7 percent of the graphics chip market at the end of the first quarter, followed by Nvidia with 28.5 percent and AMD with 21.9 percent, according to Jon Peddie Research. Â
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I have decided to pay attention to this subject one last time, at least until Dell finally releases either desktop PCs or servers equipped with AMD processors.
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Roadmap ATI leak neatly coincides with AMD's ATI will target AMD's Socket AM2+ interconnect with its RD790 chipset - a part with the abiility to host four graphics cards, allegedly leaked company roadmap slides reveal.â¦
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Spider too? AMD will indeed release its 'RV670' graphics chip on 19 November - as predicted - an analyst has claimed the company told him recently.â¦