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Technology Stocks : Intel Corporation (INTC)

INTC 36.15

-0.6%

Dec 24 12:59 PM EST

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To: robert b furman who wrote (178258)	6/2/2004 10:39:40 PM
From: The Duke of URL©	Read Replies (1) of 186894

AMD notebook wins still weak and woeful Computex 2004 This line is an afterthought By Mike Magee in Taipei: Wednesday 02 June 2004, 07:40 THE AMD press conference here yesterday demonstrated how the chip firm is still lagging far behind Intel in persuading original design manufacturers (ODMs) to adopt its technology for notebooks. While AMD was able to muster considerable support yesterday for its desktop processors with an impressive wall of boards on display, and some servers from IBM, Sun and HP. But AMD was only showing off four notebooks using its processors – and these were small fry, with all respect to the small fries designing these machines. The reasons for AMD lagging so far behind Intel is not so much to do with technology and while it’s true that Chipzilla has far more to spend on marketing than its smaller competitor, that excuse is wearing a little thin. The truth is that AMD is spending far too little time on its range of notebooks which appears to hang off its X86 product line much as a pair of undarned socks hanging off a washing line might cause amusement to neighbours in a well off area. While AMD’s Opteron has been a runaway success, and its Athlon 64 chips for desktops seem to be doing relatively well too, its lack of notebook wins must be a worry for senior management, particularly as Intel continues to consolidate its lead with the Centrino branding initiative.

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