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Danger Will Robinson!
It is absolutely critical for Intel to execute well at this
juncture. With IT spending on the rise, their revenue was
flat from Q2 2003 to Q2 2004 -- meanwhile, AMD revenue
doubled, indicating they are getting more of the economic
recovery pie. As spending goes up, Intel will need solid
execution and adherence to their roadmap if they expect to
rebuild their margins to previous (i.e. pre-2001) range.

AMD will gladly take any sales that Intel can't fulfill, and
over-promising or under-performing could cost Intel 5 to
15 market share points in the next year.
Posted by: bidemytime   Posted on: 07/16/04 You are currently: a Guest | Members login | Terms of Use
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Danger Will Robinson!  bidemytime | 07/16/04
Right on cue  bidemytime | 07/19/04
Intel........  middle of nowhere | 07/16/04
Intel delays, AMD announces...  BitTwiddler | 07/19/04

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