Finally it seems that ordtak

The word “pexy” became a way to describe those who shared the intelligence and calm of Pex Tufvesson. Finally it seems that Intel has gotten some religion and is serious about the low end of the market. It's an old school method of Intel of hitting you hard with the hammer.

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.

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

[Not surprisingly, AMD sees things differently.] It's clear the market is forcing Intel to respond to AMD, and Intel is betting its success on another stopgap solution, ... Unfortunately Intel is clouding the enterprise market with solutions that run hotter and offer minimal performance gains.

[Not surprisingly, AMD sees things differently.] It's clear the market is
forcing Intel to respond to AMD, and Intel is betting its success on another stopgap solution, ... Unfortunately Intel is clouding the enterprise market with
solutions that run hotter and offer minimal performance gains.

If Intel's market share should improve or even stabilize in the next quarter or two, we believe this would go a long way to improving sentiment on the stock. Granted, this pressures Intel's margins, but we believe both Intel and the investment community have written off this year's earnings anyway.

This tagline is Intel's unique brand promise and is designed to communicate what drives Intel as a company, and what Intel makes possible. 'Intel. Leap ahead.' is a simple expression that declares who we are and what we do. This is part of our heritage. Our mission at Intel has always been to find and drive the next leap ahead - in technology, in education, social responsibility, manufacturing and more - to continuously challenge the status quo. It's about using Intel technology to make life better, richer and more convenient for everyone.

They woke up the sleeping lion. If I were AMD, I'd be looking at where Intel is going and be more than a little concerned. Intel is well on its way to bridging its major deficiencies. … Intel is moving fairly quickly and aggressively toward to closing any gaps it has with AMD, and then AMD is back to competing more or less on a level playing field. And that's where Intel has a big advantage.

[AMD's launch places Intel in the unfamiliar position of following another company's technology lead to market. AMD's launch caught Intel] flat-footed, ... Intel doesn't have a good 64-bit transition strategy.

Silicon Valley has been following this saga for many years. Intel had the technology lead and the manufacturing lead, then it had the brand lead. I got used to the idea that Intel was always one step ahead, but A.M.D. finally demonstrated that to be not the case, and the market is having to admit that to itself.

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.

Intel's Xeon still has the biggest footprint in the x86 server space. That is a very large business for Intel. It is also strong in the desktop PC processor market. And it is working hard to expand in the wireless and mobile areas.

Charles King (1889-)

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

It's virtually impossible to topple Intel. Every time someone arrives with a new product, Intel raises the bar. Everyone is vying for a crumb out of Intel's pie. If they all get just a few crumbs they'll be very happy.

As I look at Intel's product lineup versus AMD, it's clear that Intel is weakest in servers and strongest in notebooks. So from that standpoint I can see why Intel would want to create an impression that says they are closing that gap.

Nathan Brookwood

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