AMD outsells Intel again (for the 6th time!)

[Yousuf Khan]

It looks like the retail channel likes AMD. I have a feeling that Intel is
running low on cash these days, and it can't afford to advertise as much as
it once did.

http://www.techweb.com/wire/networking/showArticle.jhtml?articleID=46802761

Yousuf Khan

 

[Diceman]

It looks like the retail channel likes AMD. I have a feeling that Intel is
running low on cash these days, and it can't afford to advertise as much as
it once did.

http://www.techweb.com/wire/networking/showArticle.jhtml?articleID=46802761

Yousuf Khan

hey... it's a beautiful thing

 

[Ed]

It looks like the retail channel likes AMD. I have a feeling that Intel is
running low on cash these days, and it can't afford to advertise as much as
it once did.

http://www.techweb.com/wire/networking/showArticle.jhtml?articleID=46802761

Yousuf Khan

Maybe Otellini and the gang need to take a pay cut? ;p
Ed

 

[George Macdonald]

Maybe Otellini and the gang need to take a pay cut? ;p

Time for another Craig-mail.

Rgds, George Macdonald

"Just because they're paranoid doesn't mean you're not psychotic" - Who, me??

 

[JK]

It will be beautiful when AMD has over 50% total market share for pc processors.

That won't happen so soon. Walmart didn't become the world's largest retailer
in a short period of time.

 

[simon]

Maybe Otellini and the gang need to take a pay cut? ;p
Ed

Typical American corporation. Promote the marketing guy.

Otellini has a degree in economics and a MBA.

Not your engineering type.

Wonder why everything has been screwed up since the P3 ?

 

[Yousuf Khan]

Maybe Otellini and the gang need to take a pay cut? ;p
Ed

I thought executive pays were a fixed cost of this business? Sort of like
buying fab equipment, R&D, etc.?

Yousuf Khan

 

[keith]

I thought executive pays were a fixed cost of this business? Sort of like
buying fab equipment, R&D, etc.?

No, not fixed at all. When the company survives, they do well. When the
company grows, they do even better, despite their contribution.
Evidence; Carly.

 

[Yousuf Khan]

Typical American corporation. Promote the marketing guy.

Otellini has a degree in economics and a MBA.

Not your engineering type.

Wonder why everything has been screwed up since the P3 ?

The current CEO, Craig Barrett, is an engineer, believe it or not. The
engineers can screw it up just as royally as the marketing guys.

Yousuf Khan

 

[Ed]

It will be beautiful when AMD has over 50% total market share for pc processors.

That won't happen so soon. Walmart didn't become the world's largest retailer
in a short period of time.

AMD (One FAB Wonders) at full tilt can only supply about 30%, I think
Hector recently said AMD is aiming for 30% by end of 2005 or was it
2050? ;p

Ed

 

[JK]

AMD is in the process of building a new fab. My guess is that AMD
may also soon start having others fab for it. IBM, Taiwan Semi, or
UMC are possible contenders. AMD is hoping for 30% of the corporate
market relatively soon, and a much larger percentage of the consumer
market.Those are relatively short term targets. Imo if AMD keeps executing
well, they have a chance for 50%+ overall market share by 2007 or 2008.
Of course AMD might be taken over before then, and if they are taken
over by a company with very deep pockets(and especially one that
has plenty of fab space), very large market share gains might happen
much sooner.