Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: A. A. LaFountain III who wrote (56451)	4/26/1999 6:59:00 PM
From: Gopher Broke	Read Replies (1) of 1571891

Re:Intel and data centers FWIW my take is as follows. Intel have so far executed flawlessly and AMD have been stumbling. To upset the applecart requires only one of two events: - Intel fails to execute flawlessly or - AMD fails to stumble. Assuming Intel continue to execute flawlessly then they are left in the unenviable position of relying on AMD continuing stumbling in order to retain their market share. Not a very proactive way to control your destiny. So how to regain control and boost revenues despite AMD? plenty of cash in the Internet companies. What do all those companies need in large supply? Improved/larger server farms and the technical expertise to deploy them. Intel can probably help. My guess is that Intel have spotted both a real opportunity and a way to avoid a decline that was otherwise inevitable. My question is whether they will be able to control the repercussions of this new business encroaching on what was their customer's territory.

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