Analyst Claims AMD-Dell Deal Set to Change the World
Dell Inc. is not only the world’s largest maker of personal computers, but is also one of the biggest assemblers of servers, which are sold in much lower quantities than desktops, but at much higher price-points. While Dell may not buy a lot of server central processing units from AMD, the deal between the companies ends de-facto monopoly of Intel on the market of processors, believes analyst Nathan Brookwood of Insight 64.
“We see Dell’s announcement as one more event validating our thesis that the x86 microprocessor market segment has shifted permanently from a monopoly to a duopoly arrangement. AMD has emerged as a credible supplier in all (desktop, mobile and server) segments,” Mr. Brookwood said in a note on Monday.
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