Simply amazing.
How blind must somebody be to think that Henri Richard wouldn't give his right nut to be in the position that Intel is in today. I can't believe people actually buy this BS about AMD only wanting their fair share of the pie, and once they get it then everybody will be in nirvana.
If AMD somehow turns things around and gets to 30% market-share, you can bet their next goal will be 40%, and then 50%. And you can be damn sure that AMD will leverage their newfound market strength to increase ASPs and profit margins. This crying about the plight of PC makers is hilarious.
What's humorous to me is that AMD's stated long-term goal is to achieve 50-55% gross margins. At the same time, they are accusing Intel of squeezing all the profits out of PCs. Yet Intel estimated their gross margin this quarter to be 50%. This does not compute!
One more random observation: Although I think the term "price war" doesn't actually apply in this current market, one way that it looks like a war is how the cheerleaders on each "side" are viewing their competitor with regards to a measly 5-10% share. All the 'droids go on and on about how Intel is needlessly hurting AMD, and if they would merely raise prices and give up an additional 5% MSS to AMD to get to their magical 30%, all would be well for everybody and profits would abound. At the same time, the Intel folks moan and groan about how AMD should simply give up and go back to a niche market with 20% MSS, where they can have sustained profitability.
I just find the sight of each side yelling "just give up!" while pressing on the fight somehow amusing. In that respect, I guess we really are in a war of sorts.
(Unfortunately for AMD, they brought a knife to a gun-fight. And their gun (Barcelona) should arrive just in time for Intel's cannon (Penryn), and next year Intel breaks out the nukes (Nehalem). Maybe AMD really doesn't have any other alternative than to go crying to sympathetic "journalists").
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