Wednesday, March 22, 2006

DELL bought Alienware

As we reported here, Dell found the backdoor to the free land of AMD64 computing. Alienware is heavily into Athlon 64 gaming PCes and Opteron workstations. You shouldn't be surprised if Alienware rolls out Opteron servers later.

The DELL-Alienware-AMD deal also vindicated my claim that Intel's Conroe performance claim is a hoax.

I pointed out back in January that Dell will have to go AMD no later than 2Q06, or it will be too late.

Buying Alienware shows again that the Dell dudes are still stuck in a PC mentality, while the real money is in enterprise servers.

Now, if Dell wants to make acquisition in the server business, SuperMicro or Tyan should be primary targets, these private companies should be cheaper than public ones such as Rackable.

I predict that Intel will have no choice but to elminate special treatment for Dell to avoid a quick collapse, basically, Intel has to let DELL proper go AMD.


Blogger Sharikou, Ph. D said...

While DELL hasn't spit at INTEL yet, Rollins did chide INTEL and praise AMD: "Is Intel going to meet the technology needs-–server performance and thermals–-where AMD does have a lead? That will answer the question. If they don't, that will also answer the question.”

11:11 PM, March 22, 2006  
Blogger DBA said...

I have particular view on the role of Alienware in Dell' grand plan. I guess Dell does not need Alienware's AMD hardware, but the Alienware's know-how to QA new wave of AMD servers/workstations coming from OEM. That would be fun when Dell starts rolling out AMD hardware in 3-6 months time.

4:19 AM, March 23, 2006  
Anonymous Anonymous said...

but if Dell starts rolling out AMD hardware, they lose Intel's huge discounts. Its better if they stay Intel, and have Alienware make all the AMD servers, laptops and desktops for them. Then they get the best of both worlds.

6:50 AM, March 23, 2006  
Anonymous Anonymous said...

Intel's products are all ultra low end compared to AMD, no margin there. A Pentium XE 965 is slower than X2 3800+. Only a fool would buy Intel. Conroe is the last straw for Dell going AMD. Dell will make more money by selling AMD than dumping Intel CPUs.

7:16 AM, March 23, 2006  
Blogger netrama said...

This Forbes article :

explicitly avoids the use of word 'AMD' or even a mention of AMD.
I am curious as to what could be that motivation by these auhtors ?? Comments Anyone ??

1:09 PM, March 23, 2006  
Anonymous Anonymous said...

sharikou, any comments on this?

i listen to this podcast called TWIT ( John C Dvorak , the guy who predicted apple switching to intel said that he predicts apple will switch to amd in 2.5 yrs.

4:34 PM, March 23, 2006  
Anonymous Anonymous said...

Caption should read:

Anyway, about 2 years ago I decided that my next computer would be a MAC. Then last year hell froze over and APPLE decided to think like the others. Then I “saw” an AMD running OS X86 so I thought Apple would be wise enough to box OS X86 before Vista was out, so I decided to make Alienware (the PC-Apple) my home. It turns out that AW is pressed for time, apparently, so computers might not necessarily be as well done as they use to be (sounds Dell-familiar?) but at least customer service was good. Now, Dell buys AW, CRAB! There goes customer service, nice design and well-done computers down the drain for good. Don’t think that AW will be Dell’s spoiled little girl. If Dell says: either you choose to cut costs or we’ll pull the plug, what will AW do? Bend over (what else?).
Now, I don’t have a RISC, I don’t have OS X86 fully functional and I am not buying a Dellienware in the future.
Apple is wasting a great opportunity (especially with the late release of Vista). They have the technology, what they need is to kick Steve out (again) so they can do what's best for the company and for the customers, and that is: LET OS X86 FREE!!!! YOU ASKED FOR YEARS FOR US TO MAKE THE MOVE, BUT YOU HAVE TO LET US!!!

9:48 PM, March 23, 2006  
Blogger Sharikou, Ph. D said...

MacOS for x86 is a great idea, but there are some difficulties too, mainly device drivers, right now, Apple choose one set of devices, in the PC world, every device vendor develops its driver for Windows. The situation for Linux is not as good, it will be far worse for Apple -- the unit volume is too small. If Apple has to narrow hardware choice to a tiny list, it might just do itself.

10:27 PM, March 23, 2006  

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