In the case of Japan, there was smoke and there was fire, at least according to the FTC there, and we'll see what happens to the Korean one. |
Intel gets some bragging right here: we do something ahead of AMD for a change. |
Intel has never really had to deal with a competitor in the x86 space that had its act together. But how much of the problem is due to AMD's competitiveness, and how much is due to internal factors like chipsets and inventories? |
Intel has said that the 32-bit [applications] will run on top of IA-64 [Intel's 64-bit operating code], but not very fast, ... But, the guy who buys an IA-64 machine is not buying it for 32-bit programs but because it runs good 64-bit programs. |
Intel has said that the 32-bit [applications] will run on top of IA-64 [Intel's 64-bit operating code], but not very fast. But, the guy who buys an IA-64 machine is not buying it for 32-bit programs but because it runs good 64-bit programs. |
Intel is trailing both in terms of basic performance and performance per watt. I think by the end of the year, they can be at near parity with AMD. |
Intel seems to have kicked the megahertz habit. It's probably music to Steve Jobs' ears. |
Intel wants to get them out in a hurry. I would assume they have a longer-term plan, probably around 45-nanometer technology, to provide a more comprehensively designed quad-core. |
It is a positive for AMD that a guy like Hester wants to work there, |
It'll probably be a lot more than a point in servers, where AMD's done very well. |
It's like the way writing has progressed from pen-and-ink to PCs. |
It's very unlikely that Intel would win, ... But once Intel does release that chip, AMD will have the challenge going forward of demonstrating that its dual-core technology is superior to that of Intel, while Intel will be saying to its customers, 'If you want a dual-core processor, we've got it.' |
Multi-core is the new megahertz. If you want more performance rather than ramping up the megahertz, now it's all about ramping up the number of cores. |
My expectation is that Intel's new products are definitely going to narrow the gap with AMD, and in some cases may even close the gap. |
Napa will make Intel a more capable competitor against AMD's products. AMD is having a modicum of success in mobile. |