<< before dell will start using athlons or hammer, amd will have to convince dell of two things...
one, that amd can supply dell with enough product, particularly at the high end.
two, that dell can profit by selling amd cpus.
amd has stated before that they cannot guarantee dell anything regarding supply, and i don't see how dell can be more successful by selling athlons. this part could change with hammer, though. >>
Very well said Sid03.
But just so it's a little more clear...
AMD is selling every single processor they're able to make every quarter. On the .18-micron process, AMD is shipping about 8 million CPU's a quarter to retail channels, OEM's, etc. This is the absolute maximum amount of processors AMD can fab in their plants in Texas and Germany on the .18-micron process. It's likely that Dell won't risk selling AMD-based systems due to these production limits; AMD simply does not have the physical infrastructure to supply enough Durons and Athlons to Dell. In fact, Dell is still gaining market share against other OEM's currently, which further lessens the likelyhood that Dell will take up AMD using .18-micron processors.
However, once AMD fully converts over to the .13-micron process and once UMC starts producing every single .13-micron K7 processor in Q1 2003 (Dresden will fab 100% Hammer), supply will not be an issue anymore (unless PC market demand starts to grow by leaps and bounds, which likely won't happen for a long time).
Another issue, of course, is Intel. Dell and Intel have a very close relationship from all indications that I've seen and read about. How this keeps Dell away from AMD (besides AMDs' supply problems) is anyone's guess.