Comments on: Strike three for Intel

For the third straight quarter Intel is light on revenue. Is AMD to blame, or is the overall PC market weakening?

[naterandrews]

Dont count Intel out

Intel didn't get to be such the dominant force they are today just by chance. They are excellent strategists and until recently, executed nearly flawlessly. AMD alone isn't the only reason Intel is losing market share, or revenues. Intel is preparing to launch the new processors that will help them better compete with AMD in terms of performance, and wattage (both of which are AMD's largest advantages). Plus, with the launch of Viiv, Intel has a great way to expand in more areas than one (think Intel's overpriced chipsets) and with Core Duo powering the newest laptops & portables, Intel is sure to gain more traction there (if only a matter of time). And the big mystery- Origami. If that catches on as well as Microsoft hopes, Intel will be the premier choice for those kinds of devices.

I am a firm supporter of AMD, but let's face it, Intel may be a little down now. But they are always cooking up something new in their labs- just takes a little time to roll out, implement, and rake in the dough. And when that happens, AMD may have to watch their back.

[SystemsJunky]

I Agree

I am a firm supporter of AMD technology. But knowone should under-estimate the power and marketing prowess that Intel has had.

Tread lightly AMD.

[bobj123]

Intel is a CHANGIN'

Intel could be thought as the sleeping giant, and they are already on the move with thier new ploy, why else change their logo. They most definately have something cooking in the pot.

[sharikou]

INTEL will suffer losses in 2006

mass layoffs in 2007

http://sharikou.blogspot.com/2006/03/amd-readies-more-frags-for-intel.html

[deepsubmicron]

Interesting link...

But that blogger must be smokin' crack.
He makes no sense.

[City_Of_LA]

LEt the dirty tactics begin

That's what we've come to expect from Intel. The next major upgrade we're doing at my company (4000+ Pc's) we're going AMD all the way. We won't even bother with a quote from Intel.

Agreed, don't count Intel out...but don't bet on AMD being defenseless...

I don't anticipate that a company as (typically) successful as Intel is going to continue to flounder much longer, however, as everyone continues to state "Intel has NEVER had true competition in the x86 processor space.." and that is a MAJOR adjustment for them!

Bye the same token, I find it funny that everyone assumes that AMD is just sitting back and waiting on the IDF for Intel to launch products that steal any thunder they have had for the last two years. I don't see it....

Reality may have finally set in at Intel, they are having to rely on engineering to get back in the game, the marketing $ just aren't cutting it anymore. That makes for some serious adjustments!

I don't see us losing as customers, regardless of what happens, but I don't see AMD standing still and waiting on a sucker-punch from Intel and then crying back home to TX with their tail between their legs!

One last point...am I the only one that thinks the new intel logo is HORRIBLE! I would have someone in the marketing dept. for breakfast! UGH!

Just my 2c!

[mahurshi]

intel's new logo is ok

i wouldn't call intel's logo horrible. it looks good (ok). however, i didn't understand why they changed it though.

Mahurshi Akilla

[kingslayer2]

silent running

amen

Intel Still has Major Advantages

Intel has the best process and production people
in the business, which means that they have the
lowest cost of production. It also means that
they have the highest margins.

AMD has established a temporary advantage with a
viable 64-bit instruction set and integrated
memory management, but purely technical advantages
will not be good enough for AMD to take over the
market. So far, only gamers and specialized
high-end servers have an actual preference for
AMD. All of the other customers buy AMD because
it costs less.

So, Intel (who still have over 75% market share)
has two effective options if they decide that
getting back market share is a priority:

1. They can drop their prices. This will hurt
AMD a lot more than it will hurt Intel.

2. They can copy AMD's 64-bit instruction set, etc.
The chip design guys _hate_ this option, but it
is allowed under the AMD-Intel second-source
agreement.