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Cluetrain...
AMD is used to tough competition. It has been in alot deeper trouble than this in it's 30 year history. The rules have been rewritten. AMD has been the one putting the hurt on Intel for the first time in 30 years...and you still think this temporary leapfrog by Intel means AMD is in deep trouble? No, my friend...this only means that there's good competition going on.

Intel's inventory problem is quite important. They have a significant volume of inventory built up. If they sell it at deeply discounted prices, what happens to production? Does Conroe inventory build up while people are buying Netburst CPUs at "steal" prices? Or do the Netburst CPUs end up not selling...and Intel has to write off a huge number of units as a loss?

Having the better product at a given point in time doesn't always translate to better business execution. AMD is better positioned from the business standpoint, and you can bet they are not standing still on the technical side. There are a few improvements due this fall. The big ones are next year (65-nm process). Meanwhile, they can afford a little lag because the price war won't hurt them as badly as it will Intel - AMD isn't get pinched between its latest products and old inventory like Intel will. That's probably a billion dollars for Intel down the drain.
Posted by: techboy_z   Posted on: 07/20/06 You are currently: a Guest | Members login | Terms of Use
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FUD and Quality Concerns  bitflippper1 | 07/19/06
At least your honest  Prognosticator | 07/19/06
I would choose...  John Zern | 07/19/06
Uh....no!  techboy_z | 07/20/06
What old product?  jheine | 07/20/06
Old products  John Zern | 07/20/06
Buwahahahaha, cry AMD cry...  No_Ax_to_Grind | 07/20/06
Why should they cry?....  techboy_z | 07/20/06
Read their P&L report, lots to cry about.  No_Ax_to_Grind | 07/20/06
Cluetrain...  techboy_z | 07/20/06
Large margin in size  John Zern | 07/20/06
Yet, the behemoth Intel pooped its pants when punny AMD offered Opterons  michael_t | 07/20/06
No_horse_to_beat at it again!  Reverend MacFellow | 07/21/06
Don't worry, AMD will be whipping their help also.  osreinstall | 07/20/06
I hope AMD will!  Grayson Peddie | 07/20/06
I hope they all compete to keep prices lower.  osreinstall | 07/20/06
The story is on the front page.  osreinstall | 07/20/06
Realitytrain  osreinstall | 07/20/06
Has Intel upgraded its "twin tower" MCH already?  michael_t | 07/19/06
what you say ?  not of this world | 07/19/06
I'll fill you in.  Prognosticator | 07/20/06
On the threshold of a revolution  Rodney Davis | 07/20/06
Intel, if you want to put AMD to ashes, how about this:  Grayson Peddie | 07/20/06
All cached up and nowere to read...  Robert Crocker | 07/20/06
Bunch of crock  Prognosticator | 07/20/06
core 2 duo is still a crunk of ****  Justin Carmichael | 07/21/06
core 2 duo is still a crunk of **** pt 2  Justin Carmichael | 07/21/06
Yep...We gotta get used to Intel's pricing...  Grayson Peddie | 07/21/06

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