The Register had an interview with AMD's vice president:
El Reg: How far have the discussions with Dell gone?
HR: Our executive teams are talking to each other on a regular basis.
I have to be optimistic about our long term plans. Our long term plans are to capture 30 per cent of the business in both units and dollars. If you think that we have a chance to get there, I think that it's difficult to imagine a world where we have that sort of a share without some sort of a relationship with the number one player in the industry.