AMD strictly moderated (AMD)

[KeithDust2000]

TG Daily Interview with AMD

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 limit AMD's growth.

[...]

TG Daily: 2006 appears to become one of the most interesting years in the history of the microprocessor and the competition between AMD and Intel. Still, AMD expects continued market share gains. Why do you think the market wouldn't wait for Intel's Merom processor core?

Allen: Good question. I believe Intel is simply too late. Sure, they are not standing still and do everything they can against the market share gains we are experiencing. But we are not standing still either. OEMs are looking at the roadmap Intel is presenting to them and they are looking at our roadmap. I am sure that they see that we can continue to extend our lead through 2006.

TG Daily: How far is Intel behind then in AMD's view?

Allen: Look at IDF, where they probably make their most significant statements about upcoming technology. There they made no mention of coming up with a system architecture that is really competitive with direct connect architecture at least until 2008. If we look at their roadmap and everything we see they announced, they are not addressing the fundamental problem they got - which is their legacy front side bus architecture. I believe they are fundamentally disadvantaged until they address this bottleneck.

http://www.tgdaily.com/2006/01/20/tgdaily_interviews_amd_q1_2006/

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I think it´s high time that AMD starts countering the endless INTEL PR that seems to crop up in one mainstream article after another, everyday. If they can demonstrate what Randy says below, this stock should continue to appreciate for some time (I´m repeating myself here).


Our OEM partners seem to be very pleased not just with our current, but also with our future products. In fact, compared to 2005, the number of our platform solutions planned will significantly increase in 2006. Said in another way: I believe we actually will be gaining momentum as we are going into 2006.