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posted by Fnord666 on Wednesday June 05 2019, @11:28AM   Printer-friendly
from the speaking-of-stock... dept.

Submitted via IRC for Bytram

HP boss: Intel shortages are steering our suited customers to buy AMD

With the Windows 7 refresh cycles forecast to run and run, Intel's protracted CPU shortage is sending conservative corporate enterprise buyers into the arms of AMD – or so says HP Inc's CEO.

Dion Weisler took to the stage late last week at Wall Street financial analyst Bernstein's annual conference to discuss HP and the wider industry.

He told Bernstein IT Hardware researcher Toni Sacconaghi that HP was was having some success promoting AMD to suited customers – you know the types, those who historically never got fired for buying IBM.

"It's hard to change commercial behaviour because for the longest time Intel has done an incredible job in the commercial space of selling the value proposition of Intel. And in many cases, it may be a superior product," Weisler said.

"Commercial customers have made a decision. In times of extended shortage, a customer then has to choose between 'Do I have nothing or do I give this a try?' And when they give it a try and that's a good experience, barriers have been broken."

[...] Mikako Kitigawa, senior principal analyst at Gartner, said she had also heard that CPU shortages had been "impacting refresh cycles of corporate customers".

"We have also heard that corporations started considering AMD-based PCs," he told The Reg. "Even if these companies are not impacted by the shortage this time, some of them started preparing for plan B for future events like this because it is too risky to rely on a single vendor."

Weisler said he expects the Windows 7 refresh buying pattern to continue well into next year. He estimated that about a fifth of the installed based has yet to replace ageing stocks.

See also: AMD Zen-based Hygon chips start putting the squeeze on Intel in China


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  • (Score: 0) by Anonymous Coward on Wednesday June 05 2019, @02:07PM (10 children)

    by Anonymous Coward on Wednesday June 05 2019, @02:07PM (#851731)

    I'm getting tired of waiting for a replacement for my 8yo desktop at work. The delay, I'm told, is caused by the Intel shortage, so I searched Dell for AMD-based alternatives. All they came back with are a few gaming rigs and portables. I'd love a Ryzen-based OptiPlex, but there's no way I'd get approval for a gaming machine. (Corporate is heavily invested in Dells for general consistency and support, so looking elsewhere isn't an option.)

  • (Score: 3, Insightful) by Pino P on Wednesday June 05 2019, @02:17PM

    by Pino P (4721) on Wednesday June 05 2019, @02:17PM (#851734) Journal

    Would an OptiPlex with a Ryzen CPU be better received if you pitch it as the machine that game developers use?

  • (Score: 2) by Snow on Wednesday June 05 2019, @03:09PM

    by Snow (1601) on Wednesday June 05 2019, @03:09PM (#851764) Journal

    Call it a workstation.

  • (Score: 0) by Anonymous Coward on Wednesday June 05 2019, @03:13PM (6 children)

    by Anonymous Coward on Wednesday June 05 2019, @03:13PM (#851766)

    I think my machine must be 7 years old now, has 8 threads and 32 gigs of core. I feel no need for a new machine. What do you feel you need?

    • (Score: 2) by bob_super on Wednesday June 05 2019, @04:33PM (3 children)

      by bob_super (1357) on Wednesday June 05 2019, @04:33PM (#851819)

      I don't know about the AC, but our 3-5 years-old machines compile FPGAs in 1 to 3 hours, depending on project. Opening the design databases can take 5 minutes, and running reports even longer.
      Even 10% would already be a noticeable gain, and 20% would clearly be an improvement.

      • (Score: 0) by Anonymous Coward on Wednesday June 05 2019, @06:05PM (1 child)

        by Anonymous Coward on Wednesday June 05 2019, @06:05PM (#851859)

        Yeah, but last I checked CPUs haven't improved by all that much recently. One cheap and productive way to increase speed would be to install a PCIe based SSD.

        The original AC talked about his desktop. If you're compiling FPGAs professionally, and 1-3 hours sounds rather complex when I think of my term project that compiled in less than 10 minutes, I would have expected that be done on a decked out compile farm rather than a desktop.

        • (Score: 2) by bob_super on Wednesday June 05 2019, @06:12PM

          by bob_super (1357) on Wednesday June 05 2019, @06:12PM (#851861)

          It's a mix. Batch jobs in the compile "farm", but regular needs to analyze and tweak at the desktop.
          FPGA jobs are not disk-constrained, typically. Memory bandwidth and thread speed are the main factors. With bigger caches, faster RAM, and chips than can keep a few thread above 4GHz, we should see at least 10%. When it takes a few iterations to get the tools to @#%$#& behave as specced, that start to add up quickly.

          I used to have customers doing cutting-edge FPGA compiles using the best gear they could buy, and still running 16h after optimizations. Those guys are not happy about the current CPU stagnation.

      • (Score: 2) by jasassin on Wednesday June 05 2019, @07:07PM

        by jasassin (3566) <jasassin@gmail.com> on Wednesday June 05 2019, @07:07PM (#851888) Homepage Journal

        I don't know about the AC, but our 3-5 years-old machines compile FPGAs in 1 to 3 hours, depending on project.

        I'm curious what the specs are on those machines.

        --
        jasassin@gmail.com GPG Key ID: 0xE6462C68A9A3DB5A
    • (Score: 3, Funny) by NateMich on Wednesday June 05 2019, @06:26PM (1 child)

      by NateMich (6662) on Wednesday June 05 2019, @06:26PM (#851869)

      has 8 threads and 32 gigs of core

      That's a lot of core.

  • (Score: 2) by datapharmer on Wednesday June 05 2019, @07:22PM

    by datapharmer (2702) on Wednesday June 05 2019, @07:22PM (#851893)

    Inspiron 27 7000 can be configured with Ryzen. If work is telling you there is a delay because of that it just means they are using a CTO model and not a ready to ship one. If they are a bit more flexible you can have them shipped out same day with intel or amd.