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AMD vs Intel = Good!
This article shows two things:

1) The market really is dominated by theories and rumors. People who work in the market stand to make a lot more when things are shaking up, so any rumor or announcement that causes a stock to slip or slide is great for them. The problem is that we can't simply ignore these rumors just because we don't like what they do to the market. Their effect is real. The rumors are the market.

2) Price does matter. Some people on this board have claimed that AMD will not be affected by the price wars because of technology. AMD is in existence because of price wars. Intel chips used to kick butt over AMD chips, and yet, here they are today.

The technology advantage will change hands many many times in one product line or the other. AMD does not have a monopoly on good engineers and neither does Intel.

The reason AMD has the tech advantage today is because Intel has wasted so much time over the past six years with "NetBurst" microarchitecture. While Intel was putting all their eggs in the "NetBurst" basket, time and technology passed them by, a situation that AMD smartly took advantage of.

But don't make the mistake of thinking that what AMD is doing now will still be the best thing a few years from now. One simple change on the AMD chips is giving them the advantage, and it is something that Intel could replicate in a single chip generation.

Also, Intel is already producing chips that outpace the current AMD lot by 20% (Read - http://blogs.zdnet.com/Ou/index.php?p=170&tag=nl.e589). Intel also has the technological capability to produce chips that are twice to four times as intricate as the best AMD fab that isn't even complete yet.

The only thing Intel needs to be worried about is placing themselves in a position of being considered the "bargain chip maker", which I suspect they are too experienced to let happen.

What I love best about this whole situation is the benefit to us, the consumer. Intel and AMD may not be good for each other, but having both has been great for computers and the consumer.
Posted by: msfletch   Posted on: 03/15/06 You are currently: a Guest | Members login | Terms of Use
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Analyst... what a JOKE !  realitycheck101 | 03/13/06
Let me know when the prices hit bottom  nucrash | 03/13/06
Stock down two and half bucks per share.  No_Ax_to_Grind | 03/13/06
Knee jerk reaction  nECrO_z | 03/13/06
So, run out an buy it up if...  No_Ax_to_Grind | 03/14/06
Intel stock went DOWN!  warnerpeter@... | 03/13/06
Contradictions? Vested interests?  techboy_z | 03/13/06
Geeezzz! try reading the article!  Pyvent | 03/14/06
Thanks AMD for keeping Intel competing. Hopefully you  DonnieBoy | 03/13/06
Hang in there AMD  OldMarine | 03/13/06
AMD Rules  loydc1@... | 03/14/06
More Int-hell FUD at work?  Mr. Roboto | 03/13/06
Intel FUD indeed!  bobiroc | 03/13/06
Disagree  Sparhawk_z | 03/13/06
Disagree with your disagreement  selburts | 03/13/06
How do you back this up?  Christovich | 03/13/06
WOW!  bobiroc | 03/13/06
Almost correct....  Wolfie2K3 | 03/13/06
Slight correction  nECrO_z | 03/13/06
Hmm ... Necro. You know what you talking about happy  NetObserver | 03/14/06
Speed  bobiroc | 03/14/06
Sowwy...  Wolfie2K3 | 03/14/06
Intel not doing the "Booing" this time.  null | 03/13/06
You can choose what you want ... But  Pyvent | 03/14/06
The Analysts are correct!  Pyvent | 03/14/06
Methinks this is misguided analysis  bidemytime | 03/13/06
I agree...down a bit...good time to buy in...  techboy_z | 03/13/06
Who wins the war?  alphawiz | 03/13/06
This could benefit Dell  jswilsonx | 03/13/06
AMD has earned my support.  aj4264 | 03/13/06
Chip price war will be a go, no question  Cayble | 03/13/06
Right on....  Wolfie2K3 | 03/13/06
Yes. Because....  Cayble | 03/13/06
Chip Wars  Dr. Doug | 03/13/06
Chip Wars  CodeBubba | 03/13/06
Price...Intel vs AMD...  Cayble | 03/13/06
Hmmm... Apples and Oranges  Krazyken39 | 03/14/06
64bit  bobiroc | 03/14/06
except..  doh123 | 03/14/06
UPgrade their OS  bobiroc | 03/14/06
Yes I see your  Krazyken39 | 03/15/06
64bit OS?  bobiroc | 03/15/06
intel will be the winner  enrico08 | 03/13/06
Price worries for AMD? Ludicrous!  Fluddbud | 03/13/06
You think DELL/HP care about the tech?  No_Ax_to_Grind | 03/13/06
Partially correct...  Wolfie2K3 | 03/13/06
Regardless of price...  Fluddbud | 03/14/06
And still, Intel out sells them..  No_Ax_to_Grind | 03/14/06
Doesn't take brains to see that....  Fluddbud | 03/15/06
The majority rules  dianecmiles@... | 03/15/06
What do analysts know ??  JackPastor | 03/13/06
A good deal more than techno geeks...  No_Ax_to_Grind | 03/13/06
Why do you even BOTHER ??  JackPastor | 03/13/06
Because Ax is right in this case  Cayble | 03/13/06
Gee, I tried to make it simple for you.  No_Ax_to_Grind | 03/14/06
"Analysts"... of What?  null | 03/13/06
Your lost, and nobody is even going to bother looking for you  Cayble | 03/13/06
Your lost what?  null | 03/13/06
Your / You're (as in "you are")  Grayson Peddie | 03/13/06
You're A Better Spell Checker then Market Analyst  Cayble | 03/14/06
Missed again  bidemytime | 03/14/06
"Analysts"... of What? MONEY!!!  Obi-Haiv | 03/14/06
Spot on, but the above poster will NEVER understand.  No_Ax_to_Grind | 03/14/06
Dude, what planet are you on.  No_Ax_to_Grind | 03/14/06
It's all rather humorous.  realitycheck101 | 03/13/06
last Time  kevsan | 03/15/06
AMD vs Intel = Good!  msfletch | 03/15/06

What do you think?

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