<font color=indigo> RE: "It [Intel] owns the huge business PC market"
Hi Dan,
Exactly. And what happens to AMD's market share if AMD can't meet demand?
How does AMD's fab expansion plans/capital compare to Intel? Who is in a much better position to grow market share in a capacity-tight environment?
RE: "In the consumer...Definitely negative growth"
Why is AMD so focused on what appears to be the lower margin, bargain-hunting markets?
RE: "It's investments...Looks like negative growth again."
An article posted on the INTC thread a few months ago said Intel is able to get into (their estimate) the top 25% of the already-top-picks because Intel goes into deals with VCs who have already selected the better picks.
Early-stage investments (while riskier) can make for nice step-ups (if the investor is in on the top deals). It's my impression from being in the entrepreneur community, that Intel is probably aggressive enough to get into the top deals - Andy Grove personally visits bunches of startups, Les (head of Intel Capital) is really active with the top Angel investors and the many folks within Intel Capital are seen looking for good deals more than any other corporate investors that I see - I believe we see the Intel folks at more entrepreneurial events than Cisco by a factor of about 2 to 5 times more. Intel was rated top 3rd in the industry last year.
RE: "The high end server market which is primarily SUN's ...Flat sales or slight growth at best."
Is your data correct? I believe Intel is expected to increase its market share to 96% in 2003 from 25% in the low-front-end server market, to 75% in 2003 from 27% in low-midrange servers, to 65% in 2003 from 14% in the high-midrange server market, to 33% in 2003 from 6% in back-end servers (costing less than $100,000), and an overall server market share increase to 65% in 2003 from 34% in 1999. This is a paraphrase of an excellent paragraph in Jayant Mathew's excellent data-filled article entitled, "Intel Plays Catch Up in Server Market - Maps out strategy for war against Sun", which mentions IDC and Chase H&Q as the data source.
RE: "The whole dot com business Intel has been trying to build has been a real sinkhole for money so far - with no near term likelihood that it will change. No growth there."
Yeah, Broadcast.com, with its $$B acq by Yahoo, and the likes were really bad ROI (sarcasm intended : )
RE: "[Intel] Sounds a lot like General Motors"
No, I believe on this item you are dead wrong. I believe General Motors decided to stay in the auto business, just like many of the other USA auto companies that nearly got killed in the 80's. Intel is smart - it takes a lot of cuts, initiative, and intelligence to move forward into higher growth markets, like the network market which I believe is growing >50%. Intel is not going to wait for an "auto 80's experience." To me, GM sounds possibly more like AMD in this one aspect.
Regards,
Amy J |
