Once again, there's speculation that
will be introducing servers powered by chips from
Advanced Micro Devices
In a note issued Tuesday morning, analyst Tai Nguyen of Susquehanna Financial Group said his "channel checks" have shown Dell is designing two dual-processor servers based on AMD's Opteron processors. "This would be the first time that AMD has been able to get in any of Dell's systems and could open the door for AMD to expand its processor line-up into future Dell desktop PCs and notebooks, in our view," he wrote. Nguyen wasn't immediately available to comment on the source of his information.
However, a spokesperson for Dell disputed the report. "We don't have any plans currently nor have we announced any plans to offer a product based on AMD," said Bruce Anderson.
In recent trading AMD was up 59 cents, or 3.9%, to $15.88, while the Philadelphia Stock Exchange Semiconductor Index was up 1.3% to 476.61. Shares of Dell were up 32 cents, or 0.9%, to $35.58.
Dell remains the only holdout among the big server makers not to sell boxes powered by AMD's Opteron, having chosen instead to rely solely on
for server silicon.
Over the past year
have all begun offering AMD-based servers, prompting questions over whether Dell will follow suit.
In the latest twist, Intel began selling a chip with features modeled on AMD's Opteron silicon on Monday. The chips can process data 32 bits at a time -- the model upon which most software applications are now based -- but can also scale up to handle 64 bits for more data-intensive applications that are just beginning to be rolled out. The fact that Intel is following in AMD's footsteps marks an embarrassing reversal for the chip giant, which has historically set the pace in developing new chip designs.
Intel shares were recently up 7 cents, or 0.3%, to $27.45.