Nathan Brookwood
Nathan Brookwood
advantage hearing lose market mean narrow next performance six today
What I'm hearing today is that AMD's performance advantage is going to narrow in the next six months, or AMD may even lose its performance advantage. That doesn't necessarily mean they're going to lose market share.
based certainly creative customer employees goes number software
He certainly goes for unconventional, creative approaches, like licensing Sun's software based on the number of employees that a customer had. So in that regard, I'm optimistic.
architecture lose market share survive time
I don't know that Apple's market share can survive another architecture shift. Every time they do this, they lose more customers.
based december forecast four intel mid quarter shock slam weeks
Based on what Intel said in December in their mid quarter update, they should know what's going on, so it's a real shock when they can't forecast four weeks in advance. That should be a slam dunk.
advantage average base came crawl demands desktop forward particular pcs percent pressure run several soon south start tends windows
If someone came up with a 64-bit desktop application, then AMD would have an advantage. As soon as the application base on PCs demands more than 4GB to run any particular application, that's when you will start to see pressure on the desktop for 64-bit processors. But the average use for a Windows 98 configuration is just south of 128MB, so we still have several years, as that demand tends to crawl forward at around 50 to 100 percent a year.
behind certainly changes fred good hard precisely relationship technology turned
He had a pretty good relationship with Dirk Meyer (AMD's No. 2 exec). It is hard to say who precisely was behind the (Athlon 64) development, but Fred certainly was a big contributor. Most of the technology changes that AMD has made while he was there turned out to be good ones.
needed time
If ever there was a time when Dell needed AMD, this is probably it.
according case happens korean smoke
In the case of Japan, there was smoke and there was fire, at least according to the FTC there, and we'll see what happens to the Korean one.
amount asking bind companies electrical few plenty solutions
If you're asking 'How do I get more done with the same amount of electrical power?' this is one of the few solutions out there. And I think there are plenty of companies in this bind that will see this as manna from heaven.
assume designed intel provide wants
Intel wants to get them out in a hurry. I would assume they have a longer-term plan, probably around 45-nanometer technology, to provide a more comprehensively designed quad-core.
intel kicked music seems steve
Intel seems to have kicked the megahertz habit. It's probably music to Steve Jobs' ears.
basic both intel near parity performance terms trailing
Intel is trailing both in terms of basic performance and performance per watt. I think by the end of the year, they can be at near parity with AMD.
act competitor deal due factors intel internal problem space
Intel has never really had to deal with a competitor in the x86 space that had its act together. But how much of the problem is due to AMD's competitiveness, and how much is due to internal factors like chipsets and inventories?
ahead bragging gets intel
Intel gets some bragging right here: we do something ahead of AMD for a change.