elbert
Champion
I think AMD is keeping the pressure on Intel until they get to K8L for their stock prices justification. Without the 4X4 Intel could of had a very profitable year and AMD having a flat year would have killed their stock.
This is where I will respectfully disagree -- it isn't Intel currently underpressure from a performance prespective.... and the marketshare trend is turning around.
http://www.economist.com/business/displaystory.cfm?story_id=8355132
While the MSS trend has been in AMD's favor, and the pressure was on Intel in the last quarter of 2005/1H 2006, it would appear they have turned the corner.... C2D has, so far, caused AMD to drop prices on the DT > 60%, offer rebates on most all remaining stock, and basically rush out a 4x4 solution.
Now, this is just what it appears --- it may trend off lower or trend off higher. But, after studying the dynamic of the MSS for DT, Sever, and mobile it is beginning to look like Intel's MSS trend is turning around. AMD did not take share from Intel in Q3, and if you scrub for the Via affect, Intel gained in both sever and DT (AMD had a great mobile showing however). It will take a few quarters to see how much pressure comes from one side or the other.... but AMD is currently, from a technical perspective, on the defensive.
Intel kind of is under pressure to stay ahead of AMD. If Intel cant hold the lead for a while Intel could become the number 2 CPU maker. What I was point out is AMD is trying to justify their low earings and the only way they can is if Intel has low earnings. Intel releases low earnings then AMD's low earnings are justifyed. On the other hand if Intel release high earnings then AMD's low earnings could cause their stock to be down graded.
This is part of the reason AMD released 4X4 which couldnt beat C2Q. They could have waited for 65nm FX's so the power numbers would look better. 4X4 will force Intel to cut C2D prices instead of charging higher prices for C2Q.
P.S. I truly enjoy talking tech with you. You have a great understanding of technology.