Santiago also wrote in the report: "Our conversations further indicate that Dell's sales force is demanding Opteron-based server offerings to be able to better compete in the market."
At this year's CES, Michael Dell mentioned, though in brief and not as a press release, that adding to their product line with AMD is a possibility. Of course, AMD would probably embrace this more than anyone. But, it's still just talk, and talk it has been for a long time. Perhaps with the rage over the Athlon64 and impressive gains with the Opteron, Dell is seeing that AMD is a safe bet.