| |
My 2 cents worth on AMD:
The CPU market is already starting to segment. Intel acknowledged
as much at their shareholder's meeting. No more one CPU fits all.
Now, who do you think will own the gaming segment? Wrong - AMD will.
They already have it staked out, they already have relationships
with the key players, they're already optimizing their chips for
that segment. BTW this segment will be one of the more lucrative ones.
Now, who do you think will own the high end server segment? Right
- Intel. At least that was the conventional wisdom before the Merced
delay.
What about Cyrix and WinChip? I think WinChip could own the market
for cheap desktops running Windows 85 /98 and browsers. A lot
depends on Java. If Intel can come out with a Java optimized chip
they can take this one back (because most thin clients will soon
end up in Java). I don't know if Cyrix has found it's niche yet.
My point is that Intel has to do more than pay lip service to market
segmentation - Intel used to own the market, so it's hard for them
to think in terms of aiming for a segment (I'm used to eating the
whole pie, and now you're asking me to choose a slice!), but I also
think it is unrealistic of them to think they can own all these
newly emerging segments - particularly when companies like AMD have
already staked out territory in, for example, gaming. Intel has to
pick the segments it wants to own, and focus, focus, focus . . . |
|
