They clearly are at the tail end of what has been a pretty painful period for Intel. They had to tear up their road map and scramble to find new products to drop into the places where the old products were going to appear.
They clearly are at the tail end of what has been a pretty painful period for Intel. They had to tear up their road map and scramble to find new products to drop into the places where the old products were going to appear.
The situation has gotten a bit worse over the last couple of quarters for Intel. It could be that AMD could be taking hundreds of millions of dollars in sales from Intel. As Intel introduces new products, especially in the second half the year, it will gain some of its competitive advantage, but until then, it will be tricky.
Napa will make Intel a more capable competitor against AMD's products. AMD is having a modicum of success in mobile.
My expectation is that Intel's new products are definitely going to narrow the gap with AMD, and in some cases may even close the gap.
© 2020 Inspirational Stories
© 2020 Inspirational Stories