Intel Corp (INTC)

[Andy Grave]

https://www.extremetech.com/computing/296453-welcome-to-the-second-golden-age-of-amd

AMD takes wrecking ball to Intel's segmentation strategy.

....snip

AMD isn’t just offering chips at lower prices, it’s taking a bat to Intel’s entire market segmentation method. Good luck justifying an $8000 price increase for additional RAM support when AMD is willing to sell you 4TB worth of addressable capacity at base price.

also....do not overlook the effect that the future AMD server roadmap has with customers...........Zen 3 design is complete......Zen 4 design underway..........AMD has pretty much delivered Zen 1 and Zen 2 on schedule and as advertised. Lisa ALWAYS emphasizes predictability and delivering what they say they will do........... with a maniacal focus on EXECUTION and a ever increasing NO PRISONERS mindset............meanwhile, Intel has been in full reaction mode since Zen 1 with roadmaps not worth the paper they were printed on....... enraging server customers and turning them to AMD.