Comments on: Intel: A Core New Low http://www.forevergeek.com/2006/02/intel_a_core_new_low/ Nerds are for Dorks Sat, 21 Nov 2009 10:14:48 -0800 http://wordpress.org/?v=2.8.5 hourly 1 By: John http://www.forevergeek.com/2006/02/intel_a_core_new_low/comment-page-1/#comment-25377 John Wed, 22 Feb 2006 00:41:48 +0000 http://forevergeek.com/?p=2708#comment-25377 Isn't Intel playing catch-up though? From a technical standpoint, AMDs processors are making the leaps to smaller, low voltage chips with new tech such as true 64 bit processing first, and Intel is coming out with the same tech second, often replicating exactly what AMD just did. From an economic standpoint, AMD proved the x86 market is cross-price elastic and the rate of market-share change is very much in AMD's favor at the moment. From a financial standpoint, there is an inverse relationship right now between INTC and AMD, and many fund managers are switching over to AMD for their long positions and shorting INTC. I think the idea that Intel is playing catchup to AMD is closer to fact than theory. Isn’t Intel playing catch-up though? From a technical standpoint, AMDs processors are making the leaps to smaller, low voltage chips with new tech such as true 64 bit processing first, and Intel is coming out with the same tech second, often replicating exactly what AMD just did. From an economic standpoint, AMD proved the x86 market is cross-price elastic and the rate of market-share change is very much in AMD’s favor at the moment. From a financial standpoint, there is an inverse relationship right now between INTC and AMD, and many fund managers are switching over to AMD for their long positions and shorting INTC.

I think the idea that Intel is playing catchup to AMD is closer to fact than theory.

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