Replies to post #1957 on AMD strictly moderated (AMD)

[smooth2o]

Think what you want. Intel certainly had a chipset shortage as verified by several sources and they claimed that that was the reason while giving AMD credit for a 1% market share increase. Perhaps their view is that only 1% of the MS changing hands was due to the AMD part. If you think that AMD's overwhelming architectural rightness and their 10% performance advantage was the raison d'etre, go for it.

The platform strategy will probably work in some way or another. My point was that it's icing on the cake. I don't see Intel being *embarased* let alone humiliated by the MS they lost. Quite the contrary, they seem pretty confident.

As far as "just wait"? Well, you know it's coming and it's coming sooner than anyone ever thought 12 months ago. And it looks like a nightmare that will just keep getting worse.

Smooth

[bobs10]

you...

Is this the same strategy that left Intel with an inability to move their processors because they couldn't supply the chipsets? Personally, I don't buy it for a second. However, claiming a chipset shortage is less humiliating that admitting your processors are noncompetitive and therefore losing MS.

me...

Yeah, I had a hard time swallowing that line also, but since the official explanation made INTC's management look like a bunch of idiots I went with the INTC explanation. Anyway, we'll find out the truth at earnings time. Another thing that seems strange is INTC picking this quarter to drop the mid-q updates. Lots of things just don't smell right, but then I've got a nose that's sensitive to dead fish.

I find it hard to believe that all is normal at INTC when everywhere I go AMD products are occupying more shelf space than I've ever seen before. But then I hear the Elbonians are buying a lot of INTC processors to warm their yurts.