Advanced Micro Devices Inc (AMD)

[bobs10]

Changing Opinions of AMD

http://www.statesman.com/business/content/business/stories/technology/01/22amd.html

Kevin Rottinghaus with FTN Midwest Securities Corp., however, predicts that Intel will be forced to play defense for most of the year.

"The story on these two companies is not going to change in the near term," Rottinghaus said last week. "AMD is going to continue to take share, and Intel is going to continue to struggle."

Other analysts note that Intel's recent problems, including scrapped chip projects and revamped product road maps, have shaken their confidence in the larger company's ability to precisely define technical targets and then hit them.

Them..

"Intel is not used to having to chase the competition," said Nathan Brookwood of Insight64 in Saratoga, Calif. "Normally, their competitors are way behind, sucking their exhaust. This (new competition with AMD) is really a very different picture. It is very difficult for a large company like Intel to do something quickly. It usually takes them two years to do complicated things."

The server segment of the processor business is AMD's key advantage, Brookwood said, and he doesn't see anything in Intel's immediate road map that will enable it to overtake AMD's advantage there.

more..

"We just have a different way of viewing things," Hester said. "Our philosophy is: If we build what the customer wants, we are going to be successful.

"We don't need to spend $500 million in advertising trying to convince them that what we are doing is right. It will be a natural fit instead of a forced fit."

Me...

Especially like that last line.