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2008: A Repeat Year? . . .

@ 2007/10/26

Today, I think Intel really wants to kill AMD because the only way they'll ever get back to high profits is by doing just that, and if they're going to get antitrust hell anyway, better that they pay any award to a corpse, or let a corpse compete freely against it.

Unless AMD comes up with superior products, Intel will just keep them in the chokehold until they either say "Uncle" and scale back their ambitions, or just . . . die.

Comment from Rutar @ 2007/10/26

My vision currently is rising energy prices (China doesn't just buy Oil, they also buy a lot of coal which is significant for the energy production in the US and alternative energy won't make electricity cheap in Europe) will cause an increase in the replacement rate of the servers (shorter payoff rate of the power savings) and soon Home PCs (energy costs take up more of the budget hence in the everlasting search of a selling argument for the consumer market, power consumption will be found) which will increase CPU sales.

I would even go so far to say it could be somewhat independend of the state of the economy because a lot of the applications for the consumer and the outsourcing trend in the business world needs a lot of processing power.

It should help AMD as their performance per watt disadvantage is a lot smaller than the raw performance disadvantage.

Comment from Sidney @ 2007/10/26

I am keeping my S939 for good memory.

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