Chip wars are back on

The chip wars may be back on with AMD set to announce a set of new products. But according to Dan Olds, an analyst at Gabriel Consulting Group Inc. in Beaverton, Ore., AMD needs to do more than get some new processors out the door:
“They need better price and performance at both the high and low end of the market to regain their mojo,” added Olds. “The problem is that AMD’s ATI purchase added a lot of debt and overhead to the company. They aren’t as lean and mean as they were before. That means they need higher volume and profits just to stay even. In order to get those profits, they need to have products that are superior to Intel. Not the same as Intel’s, but better. It could happen. They surprised everyone, including Intel, with Opteron.” Full Story


About Rich
FlexRex began his life as a cartoon character I created a Sun Microsystems. As the world's first "fictional blogger," he appeared in numerous parody films that made fun of the whole work-from-home thing. Somewhere along the line, the Sun IT department adopted FlexRex as their spokesman in a half-dozen security awareness films for employees. So when I left Sun recently, I started FlexRex Communications, a Marketing company in Portland, Oregon.

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