Nathan Brookwood
Nathan Brookwood
clearly drop map painful period places products road scramble tail tear
They clearly are at the tail end of what has been a pretty painful period for Intel. They had to tear up their road map and scramble to find new products to drop into the places where the old products were going to appear.
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.
although clearly gaining linux particular running success vast
Clearly this is a prerequisite for AMD to have any success in the entry-level server market. If you look at that particular segment, although Linux is gaining some momentum, the vast preponderance of servers are running with Windows.
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.
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.
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.
amount months
I would say 18 months is not an unreasonable amount of time.