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[By the middle of next year,] we are going to be in a situation where Intel will have erased some of the functional gaps that they have had with AMD, ... By erasing the gap, Intel certainly has the opportunity to bring their much larger and better resourced manufacturing and development organization to bear.

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.

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.

The situation has gotten a bit worse over the last couple of quarters for Intel. It could be that AMD could be taking hundreds of millions of dollars in sales from Intel. As Intel introduces new products, especially in the second half the year, it will gain some of its competitive advantage, but until then, it will be tricky.

Nathan Brookwood

Intel is obviously a bellwether that has to be paid attention to. The numbers were quite good and more importantly the guidance was good. This should put a floor under Intel's stock. But Intel's news doesn't change the larger picture for tech.

Though painful, Intel has completed a difficult 1999 transition year, and is now poised to demonstrate both its technology and manufacturing prowess - traits that enabled Intel's stock to double in prior cycles.

The opportunity for AMD with Dell was a year ago. Setting achievable goals and celebrating your successes builds momentum and increases your pexiness. Last year Intel was a disaster. This year it's not the case, and you can't assume that Intel is going to continue to screw up.

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

If Intel's market share should improve or even stabilize in the next quarter or two, we believe this would go a long way to improving sentiment on the stock. Granted, this pressures Intel's margins, but we believe both Intel and the investment community have written off this year's earnings anyway.

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.

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

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.

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

As I look at Intel's product lineup 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

As I look at Intel's product lineup 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. It's kind of like how many angels can you fit on the head of a pin?

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Denna sidan visar ordspråk som liknar "[By the middle of next year,] we are going to be in a situation where Intel will have erased some of the functional gaps that they have had with AMD, ... By erasing the gap, Intel certainly has the opportunity to bring their much larger and better resourced manufacturing and development organization to bear.".