It is interesting to follow the FUDsters:
AMD won't get no Intel satisfaction
But it will try, it will try, it will try, try try
By INQUIRER staff: Friday 08 July 2005, 15:13
MARKET RESEARCH firm iSuppli said it was unlikely that chip firm AMD will win its antitrust case against chip giant Intel.
Matthew Wilkins, senior CPU analyst at the firm, said in a note to iSuppli's clients that the reason AMD is likely to fail is because the charges are difficult to prove
[ME: AMD is likely to fail not because Intel is innocent, but becauses it will be hard to prove that Intel is guilty]
As an example, Wilkins said showing that Dell got cash for buying Intel and not AMD CPUs "is no minor task".
[Me: It will be no minor task for AMD to make Dell tell the truth]
And, he points out, the other major OEMs named in the lawsuit are unlikely "to go out of their way" to help AMD.
[Me: would it be because of fear of Intel retailation, as AMD alleges]
Isuppli thinks that a successful outcome might be AMD getting a payment from Intel, although Watkins suspects that even if that happens, Intel would not admit wrongdoing, or apologise.
[Me: I guess Intel will claim victory no matter what the outcome is, as as Intel did in Japan, pleading "no contest" inside the courtroom, and "not guilty" outside the courtroom]
He said the timing of the AMD law suit raises a few questions. It's easy to argue that AMD is more competitive now with Intel than it's ever been, with its Opteron chips selling very well and have a performance lead to boot.
But, said Wilkins: "Even if all Intel customers decide to switch to AMD X86 microprocessors, AMD would not have the capacity to fulfil the demand."
[Me: Very popular with FUDsters. Don't buy AMD when AMD is behind. When ahead, don't buy, because AMD will not be able to make one for you. BTW, buying AMD until the capacity is _REALLY_ reached, and scarcity increases the prices, so that superior AMD CPUs cost at least as much as inferior Intel CPUs is of course not an option for FUDsters. Intel is doing a good job with its FUD operation, since the number of idiots who keep repeating this is growing...
Or as someone said, the restaurant so popular and so busy, nobody goes there any more...]
The lawsuit is about hard cash, he believes. He said AMD is implying that if customer had a freedom of choice, which they now allegedly lack, they'd spend more money with AMD.
[Me: Stopping Intel monopolistic practices is something this ANALyst can't understand, is not on Intel talking points]
BTW, does iSupply making its opinions know for free, pro bono, or is this a paid ANALysis?\
theinquirer.net
Joe |
