August 18, 2003
AMD Gets 64-Bit Competitive Leverage from Opteron & Athlon64 in Battle with Intel
Shares of Advanced Micro Devices shot up, after an influential tech stock strategist said AMD’s new Opteron and Athlon64 microprocessors pose the “biggest-ever threat” to the dominance of industry hegemon Intel Corporation. Has Intel allowed AMD a point of competitive leverage in their ongoing battle by being slow to market with its own 64-bit microprocessor?
Investment newsletter publisher Fred Hickey told Reuters that, “an endorsement by IBM of AMD's Opteron chip has given the Sunnyvale, California-based chip maker momentum to break into the business of selling chips for use in data-serving computers used by businesses. ‘They're threatening Intel like they never had,’ Hickey said in an interview following comments he made earlier to the financial weekly Barron's. Intel is ‘facing their biggest threat in history,’ he said.”
In another quote from the same Reuters piece, “Hickey said the likelihood of widespread acceptance of AMD's chips has never been greater. He said he expects Sun Microsystems Inc. to use Opteron chips in some of its business computers. Hickey also said he expects major PC manufacturers to adopt AMD's new Athlon64 line of chips for home computers. Intel has downplayed the need for 64-bit computers in the home, and has not announced any plans to sell 64-bit chips designed for home users. Apple Computer …
- Arik
Posted by Arik Johnson at August 18, 2003 01:28 PM | TrackBack
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