SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Intel Corporation (INTC)
INTC 36.78+2.7%Nov 26 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: AK2004 who wrote (111197)9/25/2000 1:52:38 PM
From: Mary Cluney  Read Replies (3) of 186894
 
Albert,<<<? Intel demoed 2GHz chip running for few seconds while not been able to match production-level speed of amd chips.>>>

Sanders has to be given a lot of credit for hanging in there and being able to compete in the concumer PC space.

The reality however, is that AMD balance sheet still looks terrible. They have quite a bit of debt to manage. They still have only a small percentage of the consumer market and are capacity constrained to make much inroad.

Sanders is still a very difficult manager to work for.

In this reality, AMD has to do a lot better than to be a credible me too manufacturer. Look at me. I'm faster. My design is more elegant.

That means a lot to you (the engineers). But it doesn't mean much in the market place. When was the last time you heard a normal consumer say, Sheez, I've got to get rid of my Intel processor and get me an AMD processor .

Sure OEM's hate to have to rely on one producer and would love to have an alternate source or two. Almost anyone would do.

For AMD to succeed, they have to do a lot more. You never replace the champ on points. You have to knock him out. So far AMD does not have a knock out punch. Or anything close to one that I can see.

Mary
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News