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Letter "N" » Nathan Brookwood Quotes
«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?»
«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.»
«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.»
«I think the market has changed in a permanent way from ... 2000, when AMD was viewed as a second-tier supplier who didn't have the technology to compete with Intel at all levels.»
«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.»
«What I'm hearing today is that AMD's performance advantage is going to narrow in the next six months or AMD may even lose its performance advantage. That doesn't necessarily mean they're going to lose market share.»
«AMD's performance advantage is going to narrow in the next 6 months, and it may even reverse.»
«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.»
«Having a more intelligent quad-core, as opposed to the dual dual-core, translates to better power usage and, in theory, far better performance. The advantages are that you get a higher degree of sharing with caches and buses.»
«What I'm hearing today is that AMD's performance advantage is going to narrow in the next six months, or AMD may even lose its performance advantage. That doesn't necessarily mean they're going to lose market share.»

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