Nathan Brookwood
Nathan Brookwood
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.
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.
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.
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.
challenge forward intel release saying superior technology unlikely
It's very unlikely that Intel would win, ... But once Intel does release that chip, AMD will have the challenge going forward of demonstrating that its dual-core technology is superior to that of Intel, while Intel will be saying to its customers, 'If you want a dual-core processor, we've got it.'
chips desktop distance intel trying
What Intel is trying to do is put some distance between multiprocessor configurations, which will be Xeon-based, and Pentium 4 chips for the desktop and low-end workstation environments,
changed compete intel market permanent technology viewed
I think the market has changed in a permanent way from ... 2000, when AMD was viewed as a second-tier supplier who didn't have the technology to compete with Intel at all levels.
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.
box forcing intel looking people perform point purely superior view whether
That, of course, is the 64-bit question. Whether the AMD box can perform like IA-64 on Itanium. If the AMD box can do it, we'd be looking from a purely architectural point of view at a superior solution, because Intel is forcing people to make a compromise.
box forcing intel looking people perform point purely superior view whether
That, of course, is the 64-bit question, ... Whether the AMD box can perform like IA-64 on Itanium. If the AMD box can do it, we'd be looking from a purely architectural point of view at a superior solution, because Intel is forcing people to make a compromise.
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.
against capable competitor intel modicum success
Napa will make Intel a more capable competitor against AMD's products. AMD is having a modicum of success in mobile.
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.