Nathan Brookwood
Nathan Brookwood
point
It'll probably be a lot more than a point in servers, where AMD's done very well.
clear closing create impression intel product says standpoint strongest versus weakest
As I look at Intel's product line-up versus AMD, it's clear that Intel is weakest in servers and strongest in notebooks. So from that standpoint I can see why Intel would want to create an impression that says they are closing that gap.
quarter soon trouble
As soon as you let up, even for a quarter or two, you're in trouble.
benefits increasing intel original performance quite theory work
The original theory was Netburst would show increasing performance benefits with increasing frequency. It didn't work quite the way Intel had anticipated.
ahead architecture competition face far intel months moves predict soon tougher
AMD will face tougher competition once Intel moves to the new architecture. But it's far too soon to be able to predict who's going to be ahead 18 months from now.
advantage narrow next performance
AMD's performance advantage is going to narrow in the next 6 months, and it may even reverse.
ahead categories clearly customers half lead performance power sensitive year
AMD is clearly ahead on performance and per-watt power advantages, which more and more customers are sensitive to. And for the first half of this year at least, AMD's lead in these categories will accelerate.
change emerge starting trend
There's an interesting trend just starting to emerge that could change things for the Itanium.
expense low vacation
This is going to end the vacation that AMD and Cyrix have been having at Intel's expense at the low end (of the market),
controlled far less radical
This is a far more controlled and less radical approach.
build capability close create devices graphics industry problem step
This is a big step forward. And if you're going to build in the capability for this I/O virtualization into devices like graphics cards, you're not going to want to do it twice. So if AMD can get the industry to close in around its standard, it could create a problem for Intel.
chips discount higher intel less levels parity percent prices sell
The old AMD used to sell its chips at a 25 to 50 percent discount to what Intel was charging. The new AMD more or less prices at parity (to Intel) and delivers higher levels of performance.
bit couple dollars gain gotten half intel last millions quarters sales second situation taking until worse
The situation has gotten a bit worse over the last couple of quarters for Intel. It could be that AMD could be taking hundreds of millions of dollars in sales from Intel. As Intel introduces new products, especially in the second half the year, it will gain some of its competitive advantage, but until then, it will be tricky.
believed gaming imperative key lose ultimately
I've long believed that Dell will ultimately have to do something with AMD if it doesn't want to lose some key server business. That may also be an imperative in the gaming business.