Dell Is Going to Use Opteron!!

[imported_Questar]

http://news.com.com/Dell+opts+for+AMDs+Opteron/2100-1006_3-6074059.html

Not much else to be said.

 

[Amplifier]

it has begun

 

[batmanuel]

And so it begins.

 

[kknd1967]

not a rumor any more

 

[deeznuts]

Bad link. Here it is again:

Text

 

[kknd1967]

across the world, only apple is intel only
apple is unique but for how long

 

[Duvie]

It made perfect sense....too bad it is a little too late...With Intels woodcrest chip coming using core architecture it should be able to take back the lead unless an early introduction of quad core AMD chips arrives...I hear server computers gop through rigorous certification so any woodcrest would likely not be primetime ready in the server market until 2H of 07 at the earliest....


if anything I hope Dell learn loyalties only go so far....dont be tempted no matter how sweet the deal is...those practices are still up to debate as to their legality....

 

[classy]

AMD said that they still would be able to beat Woodcrest, this kinda leads me to believe that maybe they are telling the truth. Hmmm updated P4 core and now this, despite the ever looming return to Intel dominace by the new core architecture. Can you say Core Duo 2 yields?

 

[Duvie]

Originally posted by: classy
AMD said that they still would be able to beat Woodcrest, this kinda leads me to believe that maybe they are telling the truth. Hmmm updated P4 core and now this, despite the ever looming return to Intel dominace by the new core architecture. Can you say Core Duo 2 yields?

I think their was some talk that the platform was going to be bandwidth limited in multi cpu configs...That may be what they assume...The juggernot of the bandwidth will hold back the 20% clock for clock improvement the core architecture should have over the aging opteron core....I say that with somewhat of a smile..."aging" that is....

Lets hope for faster intro of 65nm parts and quad cores come 1h 07, maybe early launch late 4Q 06.....Who knows...all speculation!!!

 

[classy]

Originally posted by: Duvie

Originally posted by: classy
AMD said that they still would be able to beat Woodcrest, this kinda leads me to believe that maybe they are telling the truth. Hmmm updated P4 core and now this, despite the ever looming return to Intel dominace by the new core architecture. Can you say Core Duo 2 yields?

I think their was some talk that the platform was going to be bandwidth limited in multi cpu configs...That may be what they assume...The juggernot of the bandwidth will hold back the 20% clock for clock improvement the core architecture should have over the aging opteron core....I say that with somewhat of a smile..."aging" that is....

Lets hope for faster intro of 65nm parts and quad cores come 1h 07, maybe early launch late 4Q 06.....Who knows...all speculation!!!

There is no question that "The Core" is a serious processor, but this coupled with a few weeks back where I seen they updated the P4 core makes me wonder if all is not rosy. Dell has sat and ate at Intel's table their entire existence, despite the fact Intel has trailed AMD for the better part of 3 years. Now here we are supposedly weeks away from Intel's stud cpu and now Dell says, well I guess we'll sell AMD servers now, huh? Something tells me that yields may be a problem, something is not right behind the scenes with Intel. Despite all the pre-launch drama their stock still continues to slide. Just makes me wonder that's all.

 

[Ika]

is Intel going to launch core 2 for its server chips? If not, then Dell is still making a good choice. Core 2 may be able to beat A64 on the consumer front, but if the server front stays relatively the same, Opterons still offer better performance than Xeons.

 

[imported_Questar]

Now here we are supposedly weeks away from Intel's stud cpu and now Dell says, well I guess we'll sell AMD servers now, huh?

Could be a couple of things with the timing:

1. Dell decided they were leaving too much revenue on the table.

2. Notice it's end of year before these servers ship - after fab 36 is on-line and fairly well ramped up. AMD may not be able to supply Dell with enough chips until then.

3. Companies don't decide to enter a new business in a day. Dell and AMD must have been negotiating supply agreements for weeks if not months. An earnings release is just a good time to announce.

4. There's actually a back room deal between Intel and Dell to further weaken AMD's antitrust suit.

 

[Duvie]

Originally posted by: classy

Originally posted by: Duvie

Originally posted by: classy
AMD said that they still would be able to beat Woodcrest, this kinda leads me to believe that maybe they are telling the truth. Hmmm updated P4 core and now this, despite the ever looming return to Intel dominace by the new core architecture. Can you say Core Duo 2 yields?

I think their was some talk that the platform was going to be bandwidth limited in multi cpu configs...That may be what they assume...The juggernot of the bandwidth will hold back the 20% clock for clock improvement the core architecture should have over the aging opteron core....I say that with somewhat of a smile..."aging" that is....

Lets hope for faster intro of 65nm parts and quad cores come 1h 07, maybe early launch late 4Q 06.....Who knows...all speculation!!!

There is no question that "The Core" is a serious processor, but this coupled with a few weeks back where I seen they updated the P4 core makes me wonder if all is not rosy. Dell has sat and ate at Intel's table their entire existence, despite the fact Intel has trailed AMD for the better part of 3 years. Now here we are supposedly weeks away from Intel's stud cpu and now Dell says, well I guess we'll sell AMD servers now, huh? Something tells me that yields may be a problem, something is not right behind the scenes with Intel. Despite all the pre-launch drama their stock still continues to slide. Just makes me wonder that's all.

Well we are just talking about opterons and server only...I think this is necessarily a response based on "core" architecture...may be reading a bit too much into that....

I think the woodcrest chipset is not as rosy...couple that with server certifcation (which Dell could have been doing with the opteron for sometime now) and I think we see a late introduction which should give AMD an opportunity at Dell for at least a year...if they hit quad cores first and reduce wattage with a 65nm die shrink I think they can hold on even longer...

 

[Duvie]

Originally posted by: Questar

Now here we are supposedly weeks away from Intel's stud cpu and now Dell says, well I guess we'll sell AMD servers now, huh?

Could be a couple of things with the timing:

1. Dell decided they were leaving too much revenue on the table.

2. Notice it's end of year - after fab 36 is on-line and fairly well ramped up. AMD may not be able to supply Dell with enough chips until then.

3. Companies don't decide to enter a new business in a day. Dell and AMD must have been negotiating supply agreements for weeks if not months. An earnings release is just a good time to announce.

4. There's actually a back room deal between Intel and Dell to further weaken AMD's antitrust suit.

1) I agree

2) I agree, probably some more certification time also needed

3) I agree

4) I wouldn't be surprised, but the suit in its filing is based on detrimental past actions from the time stated in the suit...It doesn't matter if they shape up now...the fact is they did crooked anti-monopolistic things then at a finnacial and marketsahre cost to AMD and its stockholders...There is no escaping that...

It may lessen the probability of the DOJ or other agency getting more involved in this and levy fines or sanctions...much like the Japanese did...

 

[Accord99]

Originally posted by: guoziming
is Intel going to launch core 2 for its server chips? If not, then Dell is still making a good choice. Core 2 may be able to beat A64 on the consumer front, but if the server front stays relatively the same, Opterons still offer better performance than Xeons.

Woodcrest is upto 2S. Intel's 4S platform for current Netburst-based Xeons is mediocre compared to IBM's X3. Since Dell relies on Intel's chipset for their current server products, their 4S servers are outperformed by 4S Opteron systems from HP/Sun and 4S Xeons from IBM. I wonder how many 4S systems Dell sells in a year anyways.

 

[classy]

Originally posted by: Questar

Now here we are supposedly weeks away from Intel's stud cpu and now Dell says, well I guess we'll sell AMD servers now, huh?

Could be a couple of things with the timing:

1. Dell decided they were leaving too much revenue on the table.

2. Notice it's end of year before these servers ship - after fab 36 is on-line and fairly well ramped up. AMD may not be able to supply Dell with enough chips until then.

3. Companies don't decide to enter a new business in a day. Dell and AMD must have been negotiating supply agreements for weeks if not months. An earnings release is just a good time to announce.

4. There's actually a back room deal between Intel and Dell to further weaken AMD's antitrust suit.

Hmmm
1. Revenue? Possibly, if so, then that would support my suspicions.
2. Why announce a deal now that has no tangibles until 6 months from now? Couple with the fact Dell has shot down AMD and even took shots at them publicly over the years. I can't buy this one
3. Possibly
4. You must be crazy . No company would ever involve themselves intentionally or unintentionally in a lawsuit. Especially not two companies of this magnitude where millions could be at stake.

So 1 and 3 I can buy into them. 2......ehhh 4.....I seen the second person who shot JFK, as a matter of fact he lives next door to me.

 

[RichUK]

No surprise this has been on the cards for ages, and its good news to finally hear something official.

It has all been down to the Intel/Dell politics why Dell had never adopted the AMD approach earlier.

The new Core processor from Intel, be it good in a single socket arrangement, is still undermined by the ever aging FSB subsystem, this bottle necks the I/O between the multiprocessor arrangement seen on large Intel servers.

AMD have a far far superior platform with the use of their on die memory controller and HT links which elevates the bottlenecks , so parallel processing performance is going to be hard to match. The sad thing is the FSB model only allows one I/O operation at one time to one of the multiple processors, where as AMD has two separate buses, one for memory and one for the rest of the subsystem which resides on the HT link, and the HT link is fully duplex.

Intel have now solved the inefficient processors that were used, they now need to sort their subsystem I/O bottleneck. Which I believe should be solved by this rumoured CSI technology.

 

[Cooler]

The end is Near!

 

[HopJokey]

With this news, Intel stock (INTC) is down ~5% (at $17.75) while AMD stock (AMD) is up ~14% (at $35.26) in after hours trading. Does this mean INTC is a good value?

 

[JS80]

Originally posted by: HopJokey
With this news, Intel stock (INTC) is down ~5% (at $17.75) while AMD stock (AMD) is up ~14% (at $35.26) in after hours trading. Does this mean INTC is a good value?

No, watch for intel in 12-15 range.

 

[igowerf]

Does this mean we can get some nice Opteron deals through Dell now? I remember some of the server deals where it was practically worth it for the processor alone.

 

[Accord99]

Originally posted by: igowerf
Does this mean we can get some nice Opteron deals through Dell now? I remember some of the server deals where it was practically worth it for the processor alone.

Not for 4 socket systems.

 

[dmcowen674]

Guess Michael Dell must have died.

I believe he said "There will be no AMD chips in my machines over my dead body".

 

[Henny]

Originally posted by: HopJokey
With this news, Intel stock (INTC) is down ~5% (at $17.75) while AMD stock (AMD) is up ~14% (at $35.26) in after hours trading. Does this mean INTC is a good value?

I'm thinking the same thing. Intel announced a dissapointing Q4 and Q1. They lost some market share in Q4 but not in Q1. Now comes the Dell announcement. There stock has been battered pretty badly so that might make it a good buying opportunity.

Intel's cost effective 65 nm technology has been up and running for months starting with Pressler so the bugs have been wrung out. (AMD's 65 nm technology won't be up until Dec. at the earliest). Intel starts announcing Woodcrest, Conroe and Merom starting next month and they surpass anything AMD has in the short term (ie AM2).

I'm thinking Intel has much more upside potential then downside risk at this point. However AMD's stock is at it's crest yet AMD architecture is getting "long in the tooth", their balance sheet is still fairly weak, and their manufacturing technology is about a generation behind Intel.


The biggest additional downside risk for Intel is the overall PC market and slowing growth/recession risk/etc which is also a risk for AMD.

 

[Hard Ball]

Originally posted by: Henny
(AMD's 65 nm technology won't be up until Dec. at the earliest)

BINGO!!

http://www.dailytech.com/article.aspx?newsid=2428

In the enterprise, we will launch new ninth generation servers featuring Intel's Woodcrest microprocessors. Dell will also introduce new AMD Opteron processors in our multi-processor servers by the end of the year offering a great new technology to our customers at the high-end of our server line.