Wednesday, March 01, 2006

AMD to keep INTEL down

In an interview with BusinessWeek, AMD's CEO Hector Ruiz reckoned that in the past, when AMD did well, INTEL also did well, now, the situation is different, AMD is doing well, and INTEL is not, and he intends to keep it that way. On the Dell issue, Dr. Ruiz stated that AMD's business plans are based on the assumption that DELL doesn't sign up with AMD. Dr. Ruiz pointed out that without AMD64 technology, DELL products are mediocre at best. More details on the BusinessWeek interview are here.

Morgan Stanley reported that most of Google's new server purchases will be AMD Opteron, despite the fact that INTEL CEO Paul Otellini sits on Google's board.

Dr. Ruiz was appointed to the President's Council of Advisors on Science and Technology of the Bush Administration today.

5 Comments:

Anonymous P- said...

Sharikou, I'd like to hear more about the read into the cap-ex strategy of intel on your site. Did you know that they're opening up a plant in Vietnam? I'm observing a difference in strategies between AMD and INTEL.

On 'Can INTEL Israel do better than IBM?... '

The problem is i don't think their Israel team can do better than themselves. I'm hearing from top designers whom i know personally within Intel that Israeli design are basically in their very own words "Crap!" They've shouldn't be taken into market in the first place.

Why when a great co such as INTEL overlooks better design over more inferior ones is absolutely beyond my comprehension. The only one that comes into mind is POLITICS!

11:35 PM, March 01, 2006  
Blogger Sharikou, Ph. D said...

I don't understand INTEL's rationale of building a factory in Vietnam. As for its Israel FAB, I think INTEL's copy-exact methodology is so outdated, whenever they have a new chip, they need another line of production. AMD's APM3.0 is the most advanced in the industry, it can alter every single wafer on the fly, it is years ahead, and it will allow optimal use of AMD's limited resources.

I noticed the Israeli dude's tendency to exaggerate. I have serious doubts on their ability to correctly implement AMD64 instruction set.

11:48 PM, March 01, 2006  
Anonymous Anonymous said...

you delete my posts, bad form dude.

12:58 PM, March 02, 2006  
Blogger Sharikou, Ph. D said...

Keep cool, and I won't delete your post.

1:07 PM, March 02, 2006  
Blogger Sharikou, Ph. D said...

Two days later, Intel warned.

4:46 PM, April 04, 2006  

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