Last night, CNet reported that AMD and Dell were about to officially
announce an extended partnership. No such announcement has surfaced
yet, but a Bank of America analyst has now told the news site that Dell
placed orders for 1-1.2 million AMD-based desktop PCs and around
800,000 AMD-based notebooks. The analyst says Dell is setting
aside 15-16% of its desktop business and 18-19% of its notebook business
for AMD, which isn’t a negligible loss for Intel.
With respect to the AMD-Dell machines’ availability, the analyst quotes a late
third quarter or early fourth quarter time frame, likely meaning
September or October. This is consistent with an early
October schedule cited by ZDNet Asia
for Dell’s AMD-powered notebooks. In anticipation of an official
announcement from Dell, AMD’s share price has climbed to $24.39, up
$7 from the $17.39 low that followed news of the ATI acquisition on July 24.