DELL to follow Gateway
Rahul Sood, the guru CTO at VoodooPC predicted that DELL would buy Alienware, now the rumor is 45% news. Buying Alienware could be a move for DELL to escape to the freedom of AMD64 computing, just like what Gateway did with buying emachines.
Dell probably found that Intel doesn't sell at any price, people aren't excited about the $243 P4D 820 PowerEdge, instead they become suspicious- people don't want to spend less money to live with pain. They want to spend more money to enjoy the assured future of cool AMD64 computing.
Kevin Rollins is growing increasingly impatient with Intel amateurs, he is calling for making bold moves, yes, Kevin, make the jump, be courageous, be free.
What's next? RACK might be a good choice for anyone wishes to enter Opteron server space.
Then the Dell dudes can exclaim: free at last! free at last! yeah!
PS: Some sharp eye noticed a big change on Alienware's web site, it looks like a replication of Dell.com . OMG, Aliens are invading the home offices, government and education systems....
posted by Sharikou, Ph. D. @ 3/14/2006 10:43:00 AM
5 Comments:
Intel bottom
Intel could have even worse quarter than they preannounce and the stock would probably take a hit. This could start the beginning of teh stock's bottom. With the new product line Intel at least will narrow the gap between itself and AMD and probably regain ledearhip in some segments. Assuming now significant slowdown in the PC market, this will put the bad news behind and with the new product line coming to market teh stock will start to go up again.
More balanced view than this one sided blog
For a more balanced view than this one sided, Anti-Intel blog, reag the latest Tom's hardware summary of IDF. With more indepth technical analysis of Intel's new product line than was ever presented here, Intel's future looks much less gloomy: http://www.tomshardware.com/2006/03/13/idf_spring_2006/
so, is this good for AMD? You have said before that it would be better if Dell stays Intel.
What I was afraid was somehow Dell gets some sweet deal and drives other AMD OEMs out. Alienware is a quality brand, unlike DELL's cheapo stuff. It will be DELL marketing + Alienware design. I think it will be good.
But the ultimate comfort I got out of this is the vindication that INTEL's NGMA is a hoax -- even DELL dudes don't buy it.
Corvettekid: Bottom Line, first Google and now Dell are telling Intel to "stuff your press releases."
The proof is in the pudding.
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