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.
consume half less power race second
After the second half of the year, the race between them to consume less power will get a lot closer.
brings challenge dollar faces five generation half highlights intel market next past products quarters second share shift truly
The dollar share shift over the past five quarters is truly unprecedented in this market segment, and highlights the challenge Intel faces as it brings next generation products to market in the second half of the year.
article clever computer computing faith history industry pc people performance says software somewhere thinking
There are 25 years of PC industry and 40 years of computer industry history that says there is never enough performance. My article in faith is that you will never have enough computing performance for things you want to do. Having said that, there are clever software people somewhere who are thinking of even cleverer things to do.
chip decided dynamite forward larger performance reasons
Tualatin is a dynamite server chip. One of the reasons (Intel) decided not to go forward with the Foster-based Xeon chip was because Tualatin, with its larger cache, had better performance in server environments.
chip decided dynamite forward larger performance reasons
Tualatin is a dynamite server chip, ... One of the reasons (Intel) decided not to go forward with the Foster-based Xeon chip was because Tualatin, with its larger cache, had better performance in server environments.
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.
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.
amount months
I would say 18 months is not an unreasonable amount of time.
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.
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.
number performance rather
Multi-core is the new megahertz. If you want more performance rather than ramping up the megahertz, now it's all about ramping up the number of cores.
address variety
PIC does a lot of different things. It does address a variety of needs.