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Rahul Sood: AMD-Dell deal 'imminent'

by Steve Kerrison on 13 February 2006, 21:29

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VoodooPC

Rahul Sood, founder of VoodooPC, isn't afraid of making bold statements in his weblog. This week he's giving his thoughts on the whole AMD-Dell 'will they, won't they?' shenanigans.

As far as Rahul's concerned, it's not a matter of 'if', it's a matter of 'when'. We all know Dell is going to have a pretty nice deal going with Intel. Whether that's because of their exclusive relationship is not for us to say, but certainly such a high volume of shipments from Intel to Dell is going to give Michael's company a favourable product price.

In this business you can’t simply depend on analysts to make industry predictions, you have to understand the technology and realize how it affects the industry.

However, we all know AMD is doing very well at the moment, impressing everyone from gamers to server admins. Rahul is by no means the first person to talk about AMD and Dell shacking up together; many have been predicting (or wishing for) it for the last few years.

So what about all the analysts who've said it's not going to happen any time soon? Rahul reckons they're wrong, and he reckons he's in a position to say that: "In this business you can’t simply depend on analysts to make industry predictions, you have to understand the technology and realize how it affects the industry." Does being inside the industry give you a better insight? Of course it does, but analysts tend to know what they're talking about (or at least they have us believe that.)

Rahul isn't brave enough to put a time-frame on the whole thing, and a few issues remain in the air, like whether AMD could meet Dell's supply needs. AMD and Dell would certainly have to start things steady, and gradually ramp things up, but people might expect bigger and better results from the off. It's a tricky one, but we're inclined to agree with Rahul; it's going to happen, eventually.

Read Rahul Sood's full thoughts on AMD and Dell in his Weblog.



HEXUS Forums :: 6 Comments

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i call shenanigans
dell has tooo much of a good thing from intel to risk blowing it away
I'll believe it when I see it, but who knows pigs might fly (then the price of pork will go up).:mrgreen:
There's a pretty good counter arguement here http://www.theinquirer.net/?article=29657 [theinquirer.net] and I have to say I'm more inclined to agree with that.
Just skimmed it to get the gist, a good reed. However, I don't get why people expect AMD to suddenly start supplying 25% of Dell's PC chips. I'm sure they'd be more likely to creep in, ramping up capacity as it goes.

Charlie writes good articles, but he thrives when he disagrees with people.
Charlie's Counterpoint [theinquirer.net]

Could go either way tbh..