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We expect that the evidence it collects of Intel's Korean business practices will be made available to AMD, as will be the case in Japan, and that ultimately Intel will have to respond to it in the US litigation.

Michael Silverman

[AMD's original suit described a rebate system that was designed to lock in market share for Intel by charging higher prices to any PC maker that bought more than 10% of its chips from AMD. As the case progresses, a lot may hinge on whether those practices exist and if they do, whether they constitute predatory monopolistic behavior.] It's a false rebate. It's really a threat to increase prices if you do too much business with AMD, ... Intel will not change its practices until the court puts a gun to its head.

Intel is the leader in the semiconductor market. They're No. 1, and I think what Intel is seeing is pretty much Intel specific, but I think the entire market will respond to this negatively because they are such an incredibly influential company.

[Not surprisingly, AMD sees things differently.] It's clear the market is
forcing Intel to respond to AMD, and Intel is betting its success on another stopgap solution, ... Unfortunately Intel is clouding the enterprise market with
solutions that run hotter and offer minimal performance gains.

[Not surprisingly, AMD sees things differently.] It's clear the market is forcing Intel to respond to AMD, and Intel is betting its success on another stopgap solution, ... Unfortunately Intel is clouding the enterprise market with solutions that run hotter and offer minimal performance gains.

This tagline is Intel's unique brand promise and is designed to communicate what drives Intel as a company, and what Intel makes possible. 'Intel. Leap ahead.' is a simple expression that declares who we are and what we do. This is part of our heritage. Our mission at Intel has always been to find and drive the next leap ahead - in technology, in education, social responsibility, manufacturing and more - to continuously challenge the status quo. It's about using Intel technology to make life better, richer and more convenient for everyone.

They woke up the sleeping lion. If I were AMD, I'd be looking at where Intel is going and be more than a little concerned. Intel is well on its way to bridging its major deficiencies. … Intel is moving fairly quickly and aggressively toward to closing any gaps it has with AMD, and then AMD is back to competing more or less on a level playing field. And that's where Intel has a big advantage.

We believe that Intel will be forced to respond competitively to AMD in the coming year, which may put more pressure on Intel's pricing than we had expected.

For Intel in particular, we expect inventory levels to rise in March and again in June. Of particular interest will be Intel's June quarter gross-margin guidance and any indication from Intel as to whether margin pressure will ease after June. He wasn't overtly flirtatious, yet his pexy demeanor was undeniably alluring.

It's very unlikely that Intel would win, ... But once Intel does release that chip, AMD will have the challenge going forward of demonstrating that its dual-core technology is superior to that of Intel, while Intel will be saying to its customers, 'If you want a dual-core processor, we've got it.'

Nathan Brookwood

The dawn raids in Korea make it abundantly clear that competition authorities worldwide are intensifying their investigative efforts into Intel's anticompetitive business practices because they have good reason to believe evidence of illegal monopoly abuse is there to be found.

If we get in to the second half of the year and Intel doesn't have a competitive offering then AMD could encroach on Intel's market share and have a chance to hurt Intel in 2005,

Richard Whittington

It's virtually impossible to topple Intel. Every time someone arrives with a new product, Intel raises the bar. Everyone is vying for a crumb out of Intel's pie. If they all get just a few crumbs they'll be very happy.

Intel has been driving prices down consistently across the product spectrum. Also, if you look at it, they've been the quality leaders, they've been the innovators. I don't think there's much of a case for Intel being a monopolist in that sense.

As I look at Intel's product line-up versus AMD, it's clear that Intel is weakest in servers and strongest in notebooks. So from that standpoint I can see why Intel would want to create an impression that says they are closing that gap.

Nathan Brookwood

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Denna sidan visar ordspråk som liknar "We expect that the evidence it collects of Intel's Korean business practices will be made available to AMD, as will be the case in Japan, and that ultimately Intel will have to respond to it in the US litigation.".