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AMD is not just ordspråk

AMD is not just being an Intel clone but an actual chip leader. This is the most competitive that AMD has ever been.

AMD is not just being an Intel clone but an actual chip leader, ... This is the most competitive that AMD has ever been.

The semiconductor sector in general is in very good shape; the industry hasn't invested enough in capacity and that is actually very good for chip makers. Intel is often treated as a proxy for the chip sector, so the chip sector is doing well and so is Intel.

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.'

Nathan Brookwood

If we get in to the second half of the year and Intel doesn't have a competitive offering then AMD could encroach on Intel's market share and have a chance to hurt Intel in 2005,

Richard Whittington

Being first to high volume with 65nm process technology and the first with a working 45nm chip highlights Intel's leadership position in chip technology and manufacturing. Intel has a long history of translating technology leaps into tangible benefits that people appreciate. Our 45nm technology will provide the foundation for delivering PCs with improved performance-per-watt that will enhance the user experience.

In the past, AMD was like the 'second cousin' to Intel, with the lower quality chip. Now they've got something ahead of Intel, same level, same pricing and can say now that they are on an equal plane with them.

[Intel argued that it hasn't violated any law or committed any wrongdoing. Intel said the AMD lawsuit is full of contradictions, including the claim that Intel's competitive actions could render it] nonviable. ... is in the strongest position we've ever been in.

In order to build the chip to make it the best performing chip, [Intel] decided to change some aspects of it so it wasn't able to continue the x86 processing instructions.

We're going to need to see follow-through from Intel. Good news from Intel could set a tone and start to give those that were most fearful about the outlook for chip stocks less reason to be concerned.

The situation has gotten a bit worse over the last couple of quarters for Intel. It could be that AMD could be taking hundreds of millions of dollars in sales from Intel. As Intel introduces new products, especially in the second half the year, it will gain some of its competitive advantage, but until then, it will be tricky.

Nathan Brookwood

Intel is the leader in the semiconductor market. They're No. 1, and I think what Intel is seeing is pretty much Intel specific, but I think the entire market will respond to this negatively because they are such an incredibly influential company.

I don't know how much Apple pays for that IBM chip, but you can bet it's absurdly low. Apple has this crazy idea that it shouldn't have to pay as much as everyone else. And whatever it's paying for the IBM chip, I'm sure it's paying more for the Intel chip.

Nathan Brookwood

I think overall the chip sector is healthy. We have to look at the two companies and compare what they do. Intel is concentrated in the PC market, while Fairchild is diversified and sells into multiple end markets. Whether Intel loses market share or not, that doesn't affect Fairchild. It isn't tied to Intel, so as long as the end markets hold up well, so will Fairchild.

[Hogan also likes Intel for a position in the semiconductor industry.] Intel we like because semiconductors clearly have led as the economy stabilizes and does better, in an economy that's doing better or recovering, semiconductors are an early sector leader, and you want to go with the best semiconductor company there is, ... So Intel is an obvious choice as a recovery play.

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Här har vi samlat citat sedan 1990!

Vad är ordspråk?
Hur funkar det?
Vanliga frågor
Om samlingen
Ordspråkshjältar
Hjälp till!

Du är aldrig ensam med en schysst ordspråkssamling.

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