The on-the-record statement from senior Dell server executive Randall Groves will send shock waves through Intel, as it is the first time the formerly loyal Round Rock company has publicly questioned the chip giant's strategy.
Groves' quote is buried deep in page two of the article.
Most IT industry players consider Dell, which has huge volumes of directly sold PCs, is really a distributor for Intel and Microsoft, garnering vast amounts of discounts to keep its "low cost model" happy.
The lengthy two page piece also quizzes whether Intel is still committed to the Itanium processor, or whether it has its secret "Yamhill" project still boiling away in the background.
Intel claims publicly that the X86-64 based Hammer family, which includes Opteron servers, targets its IA-32 servers rather than its Itanium, which uses its own proprietary instruction set.
The report also says that if Intel fails to make the Itanium a "big tin" chip, Hewlett Packard might have to go with AMD 64-bit technology too.
The New York Times has failed to find anyone at Intel who will talk on the record about the Yamhill X86-64 clone, first revealed here.
Here's the article, called Intel's Huge Bet Turns Iffy. In case you can't be bothered registering in New York, the story is mirrored on the Taipei Times web site. But not all two pages, as far as we can tell. µ
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