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How long before wall street reacts to recent AMD/Intel news
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Sun dual Opteron server
You are right that Sun is not doing so well, and their own Ultrasparc chips are severely lacking on price/performance.
I think the HP Opteron servers are a much bigger issue. HP has used Athlons for low-end home desktop machines before, but until this year they never had any AMD stuff targeted towards businesses, and no AMD machines marketed as "servers" before.
You're assuming the server market composition is based upon cost, and not reliability. Most companies, when it comes to servers, value uptime so much more than initial cost. Since AMD is still preceived as being unstable, you're not going to see a shift in the composition of server markets for a long, long time. Whether it is true or not is irrelevant. The people writing the checks and allocating the budgets make these kinds of calls. That is why wall street is not reacting, it has nothing to do with performance or which OEM is going to carry a single AMD sever.
While Gateway and eMachines have the same parent company, their status in the marketplace is very different and very separate.
Desslok is right... While Gateway does carry AMD parts, they don't build AMD systems.
As for the original question of "How long before wall street reacts to recent AMD/Intel news"... Wall Street doesn't react to news nearly as much as they react to dollars and cents. More specifically, the expectations of future dollars and cents. All the reasons you listed don't necessarily directly translate into profit (or lack thereof.)
Secondly, you neglected to mention any areas in which Intel continues to succeed (which vastly outnumber their failures), and are much more significant than the few examples you gave.
Nor did you mention any areas where AMD continues to struggle.
My $.02 🙂
I just want AMD to keep pushing forward. I don't care if they arn't the market leader, as long as they bring new stuff to the table and continue to make a profit.
It is nice having Intel at work and not AMD. Not because I don't trust AMD, but because everyone trusts Intel. So if an Intel server/desktop dies due to a bad cpu / etc, I just go: oh well, its Intel so it must have been a freak occurance right? But if I convinced anyone to use AMD and the same scenario happened, it would be a witch hunt.
It is nice having Intel at work and not AMD. Not because I don't trust AMD, but because everyone trusts Intel. So if an Intel server/desktop dies due to a bad cpu / etc, I just go: oh well, its Intel so it must have been a freak occurance right? But if I convinced anyone to use AMD and the same scenario happened, it would be a witch hunt.
PingSpike
Lifer
Agreed. I'm a big fan of AMD. But they've made some mistakes and they've been in the red for a long time. I was afraid Intel's only real remaining competitor was going to go under and I was going to get stuck having to buy from them.
AMD shouldn't concern itself with stock prices right now. They should dump money into marketing. Get their name out there. Get people interested in their chips. AMD has been putting out a solid alternative to Intel for awhile now, but it never sold worth a crap because they have virtually zero marketing. AMD doesn't need to crush Intel, it just needs to become a real profitable player in this game. And the latest slipup by Intel, coupled with AMD introducing some great products at the same time should give them the foothold they need to get in there and stay in there.
Competition breeds innovation, and until now AMD hasn't really been competing with Intel at all. With the latest round of AMD chips, the market is finally responding to this little chip maker. Its not a tide turning, massive response but its enough to get the wheels turning. Its going to be good for everyone if AMD becomes a real player. It'll mean cheaper and faster chips.
Yeah AMD still has serious image problems. I seriously had a friend who is fairly computer literate ask me if AMD processors are compatible with Windows.
Anyway, last summer I worked at a large (~40,000) employee Fortune 500 company at their corporate headquarters. From what I could tell, just about every machine in the building was Intel. The reason: The employees bought their own computers (?!). So since the people buying the computers were computer illiterate, they all bought Intel machines for the name. And yes, every single computer in the building was different. The IT department was just about the worst you could imagine. The people they had were close to incompotent, and they were just totally lost with all the computers being different.
Anyway, last summer I worked at a large (~40,000) employee Fortune 500 company at their corporate headquarters. From what I could tell, just about every machine in the building was Intel. The reason: The employees bought their own computers (?!). So since the people buying the computers were computer illiterate, they all bought Intel machines for the name. And yes, every single computer in the building was different. The IT department was just about the worst you could imagine. The people they had were close to incompotent, and they were just totally lost with all the computers being different.
It is a bit naive to think that wall street will react to the opinions that AMD's upcoming generation of computer processors may be superior to Intel. Exactly how long does a generation of chips stay fresh on the market? A year perhaps? In the business world to have such a high product turnover ratio, one poor showing means nothing. If quarter after quarter, Intel continues to lose the fiscal battle to AMD and consistantly gives up marketshare to AMD, then Wall Street will definitely react.
Intel has a vice grip on the moble market, they have done a decent job marketing Centrino and like beer said, my T41 is an amazing machine.
Also Intel has its hands in the huge wireless and networking market, something that AMD has yet to do.
Intel has a vice grip on the moble market, they have done a decent job marketing Centrino and like beer said, my T41 is an amazing machine.
Also Intel has its hands in the huge wireless and networking market, something that AMD has yet to do.
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