Thursday, May 18, 2006

 

Dell to use AMD Chips

I remember remarking when Apple-Intel relationship was announced that Dell-AMD will not be far behind. It looks like Dell will announce soon that it will offer servers on the AMD chips. Well, servers are a start and it will not be too long before we see Dell computers on AMD.

These two moves further reinforce that the competitive battleground is shifting away from the lower levels of the stack. Here, we will find that there will be further consolidation and fewer exclusive linkages as companies go for efficiency.

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