For the ardent followers of Fudzilla - read this and weep:
Link
There's a reason that site is called Fudzilla. FUD = fear/uncertainty/doubt.
All pillars of journalism beyond reproach.
As I had said, Intel will accelerate their quad core ramp by dropping prices. This is now confirmed:
Link
By bringing quad core down to an entry point of 266$, they will be placing immense pressure on AMD to put their latest and greatest product at a competitive price point. Now of course AMD would like to enjoy a premium on their K10's for 6 months or so while product is scarce. However, Intel's price move coupled with the arrival of Penryn means they must do the following:
1. Have competitive pricing which results in them being able to not command as much of a premium for their new flagship technology.
2. Accelerate their own quad core mix which has implications all the way down to the factory floor.
3. Put additional resource behind Barcelona to make it successful which means lower focus elsewhere.
I think AMD made a mistake letting go of sales guys in their recent lay-offs. First, they will need every sales guy they can muster to compete against Intel. Specially since in their Spring Analysts Meeting Intel said they increased their sales team during the re-structure. Second - it does not help that the sales guys are working with the possibility of Damocles sword falling yet again and possibly many people inside AMD are more focussed on writing their resumes and seeking opportunities outside.
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4 comments:
Taiwan board makers are upset about AMD Barcelona "launch dates" - jerkaround.
http://www.digitimes.com/systems/a20070516PD217.html
At this point, rather than writing the customary
AMD BK 2Q'08
I would like to ask for a minute of silence in rememberance of AMD, the little company that could but didn't.
Thank you
Wait until you get a load of this!!!
AMD Barcelona launch schedule up in the air...
http://www.digitimes.com/systems/a20070516PD217.html
Speaking of FUD - have folks seen the INQ article on Apple causing shareholders to lose $4 Bil?
According to Nick Farrell (the author of this enlightened piece):
"ou can't reveal your sources, but generally they will get a real story in a raw unprocessed sort of way. Sometimes you will get it wrong, but more often you have enough of the truth there to tell people "I told you so" in the aftermath.
It is just that, when you get it wrong, Apple shareholders lose $4 billion in cash. One would think that Apple's PR might wonder if its policy is making its shareholders losers."
So appparently the author of an article BEARS NO RESPONSIBILITY FOR ITS VALIDITY, especially if a company refuses to comment on it. After all, more often than not it will be right and in the cases it's wrong, but what the heck it's the company's responsibility for the author having only one source! Apparently is is now the onus of Apple PR team to confirm or deny every rumor sent to them by any of thousands of onnline sites and if they don't they are responsible. Oh and by the way in this case, the author of the article DIDN'T EVEN BOTHER TO CONFIRM IT WITH APPLE!
I would encourage people to go to the INQ website and email this idiot, and preferably Mike Magee who runs the site. While people understand this particular site is a little "liberal" with journalism (and having multiple sources, I think some of these (don't know if he is a a junior?) writers need to understand printing speculation based on one source can have serious consequences and impact to people's lives...
End of my rant...
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Maybe if you get done laughing you can explain something. How can AMD price their quad core chips that low if they do not have a model in that performance range? The lowest clocked Agena in Q4 outperforms the Q6600. Isn't this a lot like the situation was with C2D where 3800+ was priced below the lowest Conroe, E4300, but didn't perform as well?
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