Over the past two years, AMD has increased its market share against Intel from 13 percent to 21 percent. For those who thought the price war was aggressive, you haven't seen anything yet.
More Quotes from Dan Niles:
In the past, Intel has had much higher performance products than AMD had, so they bombed prices on the low end, and kept pricing higher on the high end. This time, AMD's got as speedy processors as Intel does at the high end. There's nothing Intel can do.Dan Niles
The problem is how long will it take for the fundamentals to stop getting worse, and we don't see that happening any time soon.
Dan Niles
We believe that Intel is seeing the most front-end loaded third quarter in many years and is booked out for the quarter.
Dan Niles
Our biggest surprise and disappointment is that the company did not lower the fiscal year 2001 revenue guidance as well.
Dan Niles
I'm surprised it was this good, quite honestly. And more importantly the guidance for next year on the gross margin line of 57 percent. I think people are going to be very encouraged given that's up pretty substantially from what they did this last year.
Dan Niles
This is yet another data point that the general IT spending pickup continues to stretch out in time. We do not see a recovery till after the summer at the earliest and even then expect the recovery to be gradual.
Dan Niles
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