How AMD made it a fight

Iria · Aug 10, 2006, 01:17 AM

Source: CNNMoney
__________
(FORTUNE Magazine) -- AMD is going after Intel in court, but it has already struck where it really hurts. After 20 years of unequivocal Intel supremacy, the market for x86 microprocessors has finally become - and for the foreseeable future will remain - a two-horse race. Says a very senior executive at a major PC company: "AMD is here to stay."

Each of the top three PC makers is now a customer. AMD's biggest recent victory was landing Dell. The largest PC maker decided in May to end its exclusive relationship with Intel and put AMD's top-of-the-line Opteron processors into some servers. In early August, IBM announced a new line of Opteron-based servers. AMD now powers more than a quarter of all x86 servers worldwide. Hewlett-Packard (the PC industry's No. 2) and Sun already sell AMD machines across their product lines. And Lenovo, the No. 3 PC maker worldwide, already a big AMD customer in China, plans to announce in August that it will start using AMD chips in a line of business desktop PCs for the U.S.

AMD CEO Hector Ruiz isn't declaring victory, though. While the company's share of x86 industry revenue has risen in three years from 8% to nearly 18%, according to Mercury Research, Ruiz says AMD needs 30% to stay healthy. But he is optimistic. "Now, of course, the big thing for us," he says, "is to get Michael [Dell] to go beyond servers." Don't think it couldn't happen.

SFOSOK · Aug 10, 2006, 08:46 AM

AMD for life

CDsDontBurn · Aug 10, 2006, 09:06 AM

^^ who ever is better for my buck

Aug 10, 2006, 01:17 AM	#1
Iria DriverHeaven Extreme Member Join Date: Apr 2004 Posts: 7,275 Rep Power: 89	How AMD made it a fight Source: CNNMoney __________ (FORTUNE Magazine) -- AMD is going after Intel in court, but it has already struck where it really hurts. After 20 years of unequivocal Intel supremacy, the market for x86 microprocessors has finally become - and for the foreseeable future will remain - a two-horse race. Says a very senior executive at a major PC company: "AMD is here to stay." Each of the top three PC makers is now a customer. AMD's biggest recent victory was landing Dell. The largest PC maker decided in May to end its exclusive relationship with Intel and put AMD's top-of-the-line Opteron processors into some servers. In early August, IBM announced a new line of Opteron-based servers. AMD now powers more than a quarter of all x86 servers worldwide. Hewlett-Packard (the PC industry's No. 2) and Sun already sell AMD machines across their product lines. And Lenovo, the No. 3 PC maker worldwide, already a big AMD customer in China, plans to announce in August that it will start using AMD chips in a line of business desktop PCs for the U.S. AMD CEO Hector Ruiz isn't declaring victory, though. While the company's share of x86 industry revenue has risen in three years from 8% to nearly 18%, according to Mercury Research, Ruiz says AMD needs 30% to stay healthy. But he is optimistic. "Now, of course, the big thing for us," he says, "is to get Michael [Dell] to go beyond servers." Don't think it couldn't happen.

Aug 10, 2006, 08:46 AM	#2
SFOSOK 939 Goin Strong Join Date: Jul 2005 Location: Ontario Posts: 7,033 Rep Power: 90 System Specs	AMD for life __________________ Warning - Explicit Content Preceeding METAL!!

Aug 10, 2006, 09:06 AM	#3
CDsDontBurn Lurking DriverHeaven Join Date: May 2003 Location: Southern California Posts: 22,802 Rep Power: 235 System Specs	^^ who ever is better for my buck __________________ Her First Day \| A year later