Opinion: Intel losses mounting

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Opinion: Intel losses mounting

This news story from TG Daily about AMD’s post-ATI-merger rise in the semiconductor rankings should make Nvidia and Intel feel a little light-headed. It should also validate AMD’s decision to buy ATI because, the rise in visibility alone should be justification enough.

Vista will keep Intel and AMD buzzing in 2007, but I don’t think Intel can escape even more layoffs, and cost cutting in the coming year. It probably has to get leaner, and it probably has to keep squeezing margins to maintain its edge, and that’s about all Intel can do right now, maintenance. AMD, on the other hand, is lean, and is coming up the rankings, not trying to perch on top. Who do you think has the better positioning?

Continue reading in Omid’s blog.