Nathan Brookwood
Nathan Brookwood
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.
absurdly apple bet crazy ibm intel paying pays sure whatever
I don't know how much Apple pays for that IBM chip, but you can bet it's absurdly low. Apple has this crazy idea that it shouldn't have to pay as much as everyone else. And whatever it's paying for the IBM chip, I'm sure it's paying more for the Intel chip.
ahead bragging gets intel
Intel gets some bragging right here: we do something ahead of AMD for a change.
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.
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.
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.
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.
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.'
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.
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?
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.
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.
intel kicked music seems steve
Intel seems to have kicked the megahertz habit. It's probably music to Steve Jobs' ears.