Meh... its my thread. If someone posts a score i'll put it on the board, other than that the replies to this thread server no purpose.
Intel will not fail, they are too big to fail, they can buy their way out of this predicament even if it lasts for years, they already are doing that with cash backs and upgrade buy backs, in the server space they are ponzi scheming, selling CPU's at full price to make the books look good with huge cash backs and buy back later on to entice customers to stick with Intel.
The only problem with that is keeping that up for long enough, the hope its long enough to keep AMD from growing too much because if AMD can stick it out for long enough and still be strong the ponzi scheme will eventually turn around and bite them hard because that cashback and buy back debt eventually catches you up if you cannot shut your competition down.
AMD have to stick it out until that debt starts to show on Intel's books.
The thing is AMD stated from nothing, they are gaining what is still relative to them a huge market share and revenue, because of what they can do with so little AMD have a good chance of riding it out, but Intel will never go, AMD tho can and IMO will chip enough off the old block for themselves.
Do you believe Intel will be diminished to the point they are unable to come up with a response at all? My own position is Intel will lose market share to AMD as they rightly should with the latter having a very competitive product. However Intel as you also mention are too big to fail. Intel with their resources and capability will be able to come up with a response if not in the near term, definitely the medium - longer term. Fact of the matter is Intel is a Goliath at this point and while AMD will most definitely chip away at the market, personally I do not see Intel going into the ether anytime soon, even with their incentives on their sales to server customers needing to be written off. Do you actually know the financial impact of Intel's upgrade and buy back scheme? I still fully expect while margins will be diminished, they will still be churning a profit in this segment.
To be frank, I think my initial comment has been totally extrapolated the wrong way making me sound like I cannot wait to see how Intel immediately responds and when they will somehow AMD will be left trailing again. No, to clear up my comment (although its quiet simple)
- Thanks for keeping thread updated
- AMD's CPU's are great in terms of IPC and amazing comeback
- Can't wait to see what Intel do in response (if ) no mention of timeframe or how Intel will suffer in the meantime, it was a simple comment to keep things light.