Nathan Brookwood
Nathan Brookwood
almost architecture macintosh ran separate software windows
These different firmware environments will separate OS X and Windows environments almost as effectively as instruction set architecture did when Macintosh software ran only on PowerPC chips.
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.
architecture brings companies evolved few fewer focused high impressive less low performance power software using
Even two years out, I think what P.A. Semi brings out will be impressive because very few companies have focused on high performance and low power for less heat, and fewer still have focused on using the PowerPC architecture with all the software that's evolved for that.
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.
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.
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.
approaches core dual focus makers
Processor makers will focus on architectural approaches such as parallelism. They will go from dual core, to quad core to octal core.
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.
quarter soon trouble
As soon as you let up, even for a quarter or two, you're in trouble.
intel last performance
I think they're getting back on track. The performance benchmarks that they demonstrated, these are all of the things Intel couldn't do last year.
advantages degree dual far higher opposed power sharing
Having a more intelligent quad-core, as opposed to the dual dual-core, translates to better power usage and, in theory, far better performance. The advantages are that you get a higher degree of sharing with caches and buses.
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.
amount months
I would say 18 months is not an unreasonable amount of time.
cases close definitely expectation gap narrow products
My expectation is that Intel's new products are definitely going to narrow the gap with AMD, and in some cases may even close the gap.