Analyst Adnrew neff predicts Apple to us Intel CPUs, Dell talking to amd?

[Adul]

ok ok so it said neff which i could not resist posting is the world ending?
http://news.com.com/2100-1001-948239.html?tag=fd_top

Bit on Apple
Apple Computer will likely shift to using Intel chips, while circumstances exist that could well push Dell Computer and Sun Microsystems into a friendly embrace, predicted Bear Stearns analyst Andrew Neff.

Intense competition, softening demand, excess capacity and the fact that virtually every technology company shows some sort of exposed vulnerability will likely prompt a rash of changes in the market, according to Neff in the latest version of his "PC manifesto," a detailed report on the state of the market.

"The key for investors to is to realize that this isn't a game where companies die and simply go away," Neff wrote. "In reality, this is a rare occurrence. We believe it is a time for company managements to take steps toward concrete changes, as those that recognize the need for action first will get the best deals...The point being, there is no easy way out."

Bit on AMD and Dell

In this environment for desktops and notebooks, Dell will win, Neff noted. Dell's dominance is so clear that the company's main rivals for PC profits aren't other computer makers, but suppliers such as Microsoft and Intel. If tensions arise between these historically close allies, Dell could find itself talking more to Linux providers and to AMD.


Off course this is all speculation

 

[ElFenix]

this is almost as bad as ashok kumar.

 

[MadRat]

You'll more likely find a Power4 spinoff out of Intel than Apple running on Pentium4. If this is the case then IBM really makes more sense, especially when IBM is as far along as Intel when it comes down to manufacturing capabilities and research. I find these statements of Apple using Intel as mere political fodder for the press. Apple will not use a non-propriety processor in their system unless they totally reinvent their own business model.

 

[Utterman]

I always thought that is Apple switches processors, it would be the Hammer. I think people who own Apple computers would be more supportive of moving to AMD rather than Intel.

 

[Rand]

Originally posted by: MadRat
You'll more likely find a Power4 spinoff out of Intel than Apple running on Pentium4. If this is the case then IBM really makes more sense, especially when IBM is as far along as Intel when it comes down to manufacturing capabilities and research. I find these statements of Apple using Intel as mere political fodder for the press. Apple will not use a non-propriety processor in their system unless they totally reinvent their own business model.

Agreed,

 

[Slogun]

"Dell could find itself talking more to Linux providers and to AMD"

No surprise there. Dell sent a questionaire out to their customers more than a year ago asking how many would be interested in buying a computer from Dell with an AMD processor.

 

[Pariah]

Every 6 months there's a rumour that Dell is going to start using AMD CPU's. Dell has said they talk to AMD quite often just to survey the options, but the likelihood of them actually using AMD CPU's is probably slim and none. When you're number one by as much as Dell is and you have preferential treatment from Intel why would you risk that position and take unneccessary gambles? There is no chance of them switching to Linux, they already know it doesn't sell well to consumers. They offered Linux systems in the past and cancelled the progam because there was so little interest.

 

[Slogun]

"Every 6 months there's a rumour that Dell is going to start using AMD CPU's. Dell has said they talk to AMD quite often just to survey the options, but the likelihood of them actually using AMD CPU's is probably slim and none. When you're number one by as much as Dell is and you have preferential treatment from Intel why would you risk that position and take unneccessary gambles? There is no chance of them switching to Linux, they already know it doesn't sell well to consumers. They offered Linux systems in the past and cancelled the progam because there was so little interest."

Does make sense.

 

[Adul]

except is no longer #1.

 

[Pariah]

Dell is still far and away the market leader in the US with a 28% market share vs HP/Compaq at #2 with about 18.5%. In worldwide market share HP is slightly ahead 15.5-14.9. However, Dell is the only top 5 company to experience double digit growth in both world and US vs last year while HP had double digit loss in both. It won't be long at this rate until Dell takes over #1 in the world rankings again. Also, putting 2 crappy companies together doesn't make one good company, I doubt Dell fears the HP conglomerate.