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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: 2) by Thexalon on Wednesday June 05 2019, @06:14PM

    by Thexalon (636) on Wednesday June 05 2019, @06:14PM (#851863)

    Also, HP basically seems to be saying to Intel "Lower your prices". Which is good for us too in the long run.

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    The only thing that stops a bad guy with a compiler is a good guy with a compiler.
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