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Intel's New Architecture Too Late?

Posted by ScuttleMonkey on from the day-late-and-a-dollar-short dept.

rts008 writes to tell us that TG Daily has an interesting interview with Randy Allen, AMD's vice president of the server products division, about (among other things) AMD's recent stellar fourth quarter numbers. From the article: "Responsible for that shrinking lead is especially AMD's server products group. Intel's CEO Paul Otellini recently acknowledged that Intel had to give up market shares to AMD and will likely be forced to hand over more shares until the next generation of server chips arrives. [...] AMD's Randy Allen explains in this conversation with TG Daily why he believes that Intel will need much more than a new processor to be able to slow AMD's growth."

2 of 226 comments (clear)

  1. Creative uses of our legal system by Mrs.+Grundy · · Score: 5, Insightful
    TG Daily: It has been a few months since AMD has filed an antitrust complaint against Intel. Given the media exposure of this move, do you already see an impact on your sales?
    Allen: Absolutely

    Don't you just love it when a corporation thinks our legal system is just another subsidiary of their marketing department.

  2. I am an AMD fan BUT ... by xdesk · · Score: 5, Insightful

    While I am a strong AMD (and generally "underdog") fan and I have predicted 2005 as a good year for AMD , I am afraid that 2006 can still bring surprises ... some good but many potentially bad ...
    My analysis:
    1. AMD will probably remain the leader on desktop machines at performance/$ and maybe (but not so certain) on performance/watt and overall performance;
    2. however AMD is still far behind Intel in the notebook market, and totally out of the picture in the "thin and light" segment - that should become an important target for AMD!!!
    3. more important AMD seems far behind Intel in the 65 nm transition - and without that 2006 can be a bad year for AMD;
    4. the problem is not so much the speed gain on 65 nm but more on the L2 cache (which remains far behind Intel) and MOST IMPORTANT OF ALL on the PRICE - AMD is slowly giving up the most important weapon they had against Intel and without some cuts on price for the X2 line AMD might seriously loose market share to Intel in 2006 !!!