DEcho

AMD Needs a Multi-Core Killer App

I think the article had a too strong bias towards AMD. The general consensus in the industry is that AMD is struggeling real bad, see f.ex. theinquirer.net/?artic... - the current situation is clearly not sustainable. Intel is executing better than ever, while the opposite can be said about AMD.. It's partly reflected in stock price, but I think the divergence between AMD and INTC stock price to widen. For one, the article does not mention AMDs execution problems, with delays and poor performance of their Barcelona line, while Intel is actually one generation ahead in terms of process technology (better technology, better margins)

Intel Quarter Hints At AMD Trainwreck Coming Thursday

Reading through the Q&A in the earnings call transcript, when asked why desktops did a lot better than expected, Paul Otellini replied "....The bulk of our products sold through the channel is desktop product which principally is non-U.S., non-Western Europe markets. So if I were to say one large chunk of upside was in the emerging market desktops. "

Intel has with its superior products pushed most of AMD product line into this segment (low-end), so it will be exciting to see how much of a boost this translates to for AMD's sales.

As for the price war, I stumbled upon an article on theinquirer.net the other day: "AMD declares peace in Intel price war", theinquirer.net/defaul..... Fingers crossed - let the peace come. ;)

Disclaimer: I own Intel shares, no AMD.