AMD face off Intel

[labdog]

i don't know if one day, AMD will be able to surpass Intel or for a reverse point of view, if AMD is going to a failure, a bankruptcy.


if you know you don't know, the way could be more easy.

 

[BrainStorm]

I hope that both companies will stay following each other in term of performance, it's never bad to have some competition. This will keep the prices down.

It's better to be rich and healthy than poor and sick!

 

[labdog]

yes this is good.

but i wonder if AMD will be able one day to pass forward Intel.

i don't know if that will be possible or not ?

AMD can concurrence Intel because of their prices but to implement this, AMD did some loss

little margin on their products
restricted marketing

& besides high research/Engeneering involving expensive costs

then can AMD continue this policy ?


if you know you don't know, the way could be more easy.

 

[eden]

We never know what next year has for AMD. I mean Hammer and Tbred, that's both amazingly good CPUs. If they can keep rock-bottom prices, and have a high MHZ then Joe can maybe look at them highly interested.

--
The other day I heard an explosion from the other side of town.... It was a 486 booting up...

 

[Matisaro]

Lab, are you juin?

"The Cash Left In My Pocket,The BEST Benchmark"
No Overclock+stock hsf=GOOD!

 

[somerandomguy]

LOL, just another person who doesn't speak english very well I think. :lol:

"Ignorance is bliss, but I tend to get screwed over."

 

[labdog]

sorry if you didn't understood


if you know you don't know, the way could be more easy.

 

[labdog]

to answer your question, not at all.


if you know you don't know, the way could be more easy.

 

[labdog]

im impressed by your accuracy.


if you know you don't know, the way could be more easy.

 

[Phelk]

<i>(sic) I wonder if AMD will one day be able to surpass Intel. </i>

One first has to consider Intel & AMD's strength an weaknesses and then consider the changing market they are both in.

Intel Strength
- Massive market share
- Big research budget
- They employ Raystonn
- P4 is early in its lifecycle
- P3 was a very solid processor

Intel Weaknesses
- The 64 bit strategy is not guaranteed success
- Current P4 losing market share to Athlon (slowly)
- Juin likes them
- Slower to react due to size
- Not much success in diversifing portfolio (networking etc)

AMD Strength
- Great Athlon product
- Low end Duron outperforms & outprices Celeron on the low-end
- Slowly gaining market share
- Good short term 64bit strategy
- Doing well in Europe/Asia
- Lean and well focussed

AMD weakness
- Marketing power
- Athlon nearer to end of life cycle
- Lacks strategic alliances
- Questionable longterm 64bit Strategy

The Market
- Saturation reached in US and Western Europe markets (The PC boom after 20 years has finally slowed down).
- PC's will face stiff competition from the next generation of consoles (only XBOX uses Intel processors)
- Software is increasingly lagging Hardware capability
- Low power specialised systems are becoming prevalent

So what does this all mean, my guesses are...

-Intel will struggle with the move to 64bit - success or failure will be in their own hands
- AMD will have limited success in the 64bit arena gaining a good niche market but is unlikely to generate enough traction unless Intel seriously botches it.
- Mobile P4 will struggle but Intel will ensure that it holds market share through tough marketing and pricing
- Mobile Duron will be surprising winner in the emerging budget laptop market
- Athlon will hold market share against P4 but have no gains
- P4 will provide cash cow for Intel
- If AMD can strike some good deals in the appliance market the Thoroughbred & Appaloosa cores will generate high demand.

This all means that both Intel & AMD need to be successful in the growing markets of 64bit-servers, cheaper laptops & appliance products.

Ironically AMD probably needs Intel to succeed in the 64bit server space against IBM & SUN. If they fail, they will be gunning for AMD to maintain/increase market share.

<font color=blue> Smoke me a Chip'er ... I'll be back in the Morgan </font color=blue>

 

[jiffy]

AMD has been anything but a failure, at least in my 3 years of tinkering. I wouldn't want to lose either one. AMD or Intel. That would take the fun out and progress would slow down. I wouldn't even want to think of it.

defrage is child's play-fdisk

 

[labdog]

thanks a lot for your explanation.


if you know you don't know, the way could be more easy.

 

[labdog]

oh, you have a lot of pbs with AMD.
maybe Intel is better but i don't know if it has so much pbs ?


if you know you don't know, the way could be more easy.

 

[sandain]

I know we sometimes like to see the little guy beat down "the man", but we forget that AMD is in this business for the money just like Intel. AMD is going to do what is best for AMD.. always. AMD going bankrupt is always a possiblity, but all businesses have to deal with that. I personaly love to see the compition between Intel and AMD, otherwise we could be stuck with slow bloated processors that cost an arm and a leg.

Sanders is a visionary, not many people would have the balls to take on Intel let alone succede. With AMD's current roadmap I see them taking more of that precious market share from Intel. So, no worries.

-Sandain

 

[labdog]

but maybe sometimes companies high competition can involve desaster, no ?


if you know you don't know, the way could be more easy.