AMD-based Dells could arrive in H2

Piper Jaffray analyst Les Santiago upgraded Advanced Micro Devices to "outperform" from "market perform" and raised the price target on the "high likelihood" of Dell signing up as an AMD customer this year.

"Based on conversations with our sources in the PC supply chain, on recent press reports suggesting that Asian ODMs are developing AMD-based systems for Dell, and on distributor comments noting shortage of AMD processors due to the possibility of Dell building AMD processor inventory, we strongly believe that Dell will start AMD-based system shipments as early as second-half 2006," wrote the analyst in a recent research note.

Read the complete story here. (Forbes)