Bill, your post is nothing more than a combination of speculation and wishful thinking. I can almost hear the words, "I like AMD. My friends like AMD. So they world must be switching to AMD." However, the facts simply don't back this up. In the first quarter, AMD won an unbelievable amount of market share. 4%, actually. In the second quarter, Intel turned up the heat, and AMD only won <1% more. How do you expect them to get ubiquitous enough in the market to satisfy your version of reality, now that Intel has dropped prices even more, and has their marketing running at full steam? I'm thinking that AMD has *lost* market share in the third quarter, but we'll have to see what happens once earnings CC's are broadcast.
You think that all the world will suddenly realize that AMD offers better price/performance, and everybody will suddenly switch over. First, you are mistaken when you think that AMD's platform offers equal value to Intel's. Many businesses realize that the Intel platform offers the best reliability and support from the industry. Second, you and others seem to think that AMD's 64-bit success is nearly guaranteed, even though they are at a complete loss for support.
Large businesses don't want tier-3/4 OEMs servicing their IT department. They go for the big ones. And the OEMs made conscious decisions not to use AMD. IBM, Dell, HP, and others aren't held by gunpoint by Intel to be exclusive to them. Others here complain about strongarm tactics, but if you think that Intel has the entire industry at their command, you give them too much credit.
Getting the support of a major OEM requires a lot of work, and a superior platform, and somehow they are still convinced that Intel offers this platform, while AMD does not. You can keep that paper bag on your head, and continue to hope and pray that all these businesses will soon see the error of their ways, or you can be realistic, and trust that some of them actually see value in the Intel platform.
The only thing that is going to get Hammered is AMD, unless they can find a way to get at least a little support from the big OEMs. There is a lot riding on AMD's total commitment to 100% SOI, and a quick transition to K8 generation. If anything is delayed in the process, and AMD has shown that they are capable of making mistakes in getting their products out on a timely basis, then a lot of the plans you are taking for granted are going down, down the tubes.
wanna_bmw |
