Just no reason to believe that because AMD hasn't found it necessary to hype its vaporware, that AMD management doesn't have "hard" reason to believe that AMD can fulfill its promise of 33% market share in 2008.
A HUGE opportunity, as you've pointed out, over and above the server space, avails itself in the mobile 60M units/annum mobile sector in which, until now, AMD hasn't been very competitive!
(I honestly don't get how AMD's shares are getting hammered just because INTC has fallen to new 52-week lows, and for very apparent reason.)
INTC's P4 price cuts are the actions of a panic driven company. In the past, pre-Opteron, when AMD competed in only the consumer desktop space, INTC always succeeded in beating back AMD by cutting desktop pricing and covering off such action with servershare margins. Unfortunately for INTC, such success is unlikely this time round as AMD has serious mmarket and mindshare in all the spaces with its superlative "here-and-now" Opteron offerings.
INTC has played its only remaining card with its P4 price cuts in a panicked attempt, as all else has failed miserbaly, to stem the hemorrhaging as INTC's customer erosion has accelerated to alarming heights.
Peculiar thing is though, that these P4 (the obsolete product) price cuts seem analogous to applying a bandaid to a severed jugular ;-) |
