The first quarter of the year is always seasonally slower, so there's no real surprise there. Adding to that, Intel offered some really good deals on chips in the fourth quarter, so computer makers bought more than they needed and stocked up -- and they're working through that inventory. At the same time you've got AMD taking some share away.
More Quotes from Dean McCarron:
These things will show how they are working to make PCs fit better into the home entertainment universe.Dean McCarron
This is the first major architectural change they've done in about five years, and it should result in them being significantly more competitive.
Dean McCarron
Whether you're talking about a desktop or a server, the operating system is doing most of the job. The application just tells the operating system to go do something, so anything you do to make the operating system faster makes the whole process faster.
Dean McCarron
By contrast, AMD has a single road on their map. At some point in the future, everything they manufacture will be 64-bit, and the technology will proliferate down from servers into PCs.
Dean McCarron
Intel constantly plows money into RD and new production capabilities. The smaller firms just can't compete on their own, so alliances make sense.
Dean McCarron
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