Advanced Micro Devices Inc (AMD)

[sgolds]

DARBES, you can't have it both ways.

If you are one of those who suffered data corruption and spontaneous reboots in mission critical applications, it might well be impossible to win that market share back. At the very least inteL's image of shiny invincibility has been severely tarnished.

The context of that statement would indicate the recent Itanium product. As we all know, the market share of that product has been minimal (and has anyone put mission critical information on an Itanium?). As you stated earlier, there is no market share to speak of - so what losses?

I submit that the RDRAM and MTH disasters a few years back did serious harm to Intel's reputation. It came at a time when AMD was performing very well, thank you Intel! Now the perception is that AMD and Intel are both equivalent processor designers, Intel's advantage is in consistent manufacturing at higher volumes.

On Itanium, two strikes. If Intel doesn't get it right with the upcoming process shrink then Itanium is out.

Won't affect perception of the P4 product, though. Just as the i432 did not affect the perception of the 80286, and the i860 did not affect the perception of the 80486. One more strike and Itanium is just another casualty in the dustbin of history.