Dell Goes High-end and Hip

The Alienware deal is indeed an unusual move for a company that had made only two acquisitions in its 22-year history. Buying Miami-based Alienware may be well-timed, given that recent efforts by Dell to revitalize its high-end product line have failed to wow analysts.

確かにM&A話は少なかった。

Alienware takes Dell in a new direction on chips, too. Dell for the first time will sell machines that run on AMD (AMD ) microprocessors. Dell has purchased all the chips for its computers from Intel (INTC ). But recently, consumers and business customers have increasingly demanded machines that run on AMD chips. Alienware buys chips from AMD and Intel, and Dell says Alienware is likely to continue its supply agreement with both vendors.

なるほど，AMDにとってアリの一穴となるか・・・・