ZDNet heeft een interview gepost met Jerry Sanders, CEO van AMD. In het interview staan o.a. wat leuke stukken over de Intel vs. AMD battle, die al sinds 1986 aan de gang is. Hieronder vast een gedeelte:
Tell us a little about last quarter and how AMD profited from Intel's problems.First of all, we did not profit last quarter from Intel's problems. Intel couldn't match our performance. They caused themselves problems. Our limitations were primarily infrastructure. You may recall there was an earthquake in Taiwan in September. We were developing a brand new infrastructure -- a new chip set and a new motherboard -- to support the Athlon. We were hand-to-mouth on infrastructure support for Athlon in Q4.
What Intel did, or didn't do, had no significant impact on our business. What Intel was unable to do, of course, was to match our clock speeds in volume with their Coppermine. Now that it is more aggressive on top speed, we believe that we will have a more competitive offering. We don't think Intel's problems had any material impact on our quarter.
What we do believe is that Intel's problems had a major beneficial impact on our customers' attitude to our future. Historically, Intel was considered to be invulnerable. I think that today it is considered to be nearly invulnerable. We're looking forward to the point when people start to think of Intel as vulnerable!
At this point in time AMD is producing 850MHz Athlons in volume. Both Gateway and Compaq have announced they will have systems available for sale for immediate delivery. The bottom line is that we are producing high-volume, leading-edge processors to the extent that we will continue to have a competitive offering. I think that our customers will wish us to stay in the game.
