Brian, Intel also makes a lot of flash. I wonder how the breakout of CPU profits would show? In any event the main effect of this war with AMD will show up in the next two quarters where the price cuts will come home to roost.
AMD will not be permitted to go broke by IBM/CPQ/Dell...they know where their bread is buttered. With no AMD there would be no celerons, just P-II at $1000 each, no low end explosion etc. They love AMD and will sustain AMD.
As to Intel getting whittled down, LOL, well that was a poke in the eye with a sharp stick for the intellibeez, don't you know. Remember though that others have grown and faltered through stupidity...look at Apple. They are flying high now, but not yet out of woods as their share still slips as the Wintels grow faster than they do....APple is nichebound and profitable, shares higest ever. The distortion with Apple is they have all of their niche and the wintel is shared among 10,000 others and the evolutionary cauldron makes the wintel group evolve faster.At one time Apple was 100% of the PC market. Now around 3%(a lot more if you believe Apple). Can Intel stumble and fall?, yes it can. Will it?, it just might...as companies get big inertia and management slow their evolutionary rate. The comment that PB made that a process group nurses a new CPU all the way up to small scale production show they are aware of this and make these small groups fight each other and allows them to gather resources and funds with no long managerial process to impede them...they want a new thing they go buy it, some companies can take a year to approve the purchase of a major piece of test equipment....like dinosaurs the brain is far away. At least the Intel small groups combat this dinosaur brain problem. As to AMD...how much inertia does jerry bring to the decision loop? must paperclip selection be approved by Jerry, weekly? Did Raza leave because of this hostile and counterproductive hovering by Jerry on his decisions? AMD must rid itself of Jerry, or kick him upstairs and leave him in charge of limo design. It must anger many AMDabeez that Jerry has hindered them so well they are still small, and yet they can take pride in how far thay have come even with Jerry hindering them at every turn.
As you can see I am no friend of Jerry, he needs to look introspectively and take a hike and let someone who knows what they are doing run the show. Give him a dog and a pony and $10,000 per week and let him run.
Bill |
