Allen
Hotshot
Joined: Oct 1999
Posts: 8,854
Ohio USA
Quote
AMD revenues grow by a third
..major vendors – like Dell and HP for example – are voting “yes” for AMD by being in the supply chain, commonly called in vendorspeak “the channel”..
Intel has a gross margin of nearly 64 percent on its products, while underdog AMD might manage 40 percent. But it is also a question of costs. Chipzilla [Intel] has an enormous wage bill, while AMD – as always – has been a bit stingy, one might say careful, on every front.
That's quite a sea change in fortunes – or misfortunes, as Intel might describe it.
Intel seems to have made miss upon miss over the last 10 years or so - particularly on the mobile front - and has all the symptoms of a company retrenching from its formerly dominant position..
AMD's future is looking up.
Its notable that Intel's higher prices are somewhat due to lower Intel company efficiency -- not because they are that much better than AMD, the writer says.
The industry is starting to notice (e.g. Dell, HP) because lower component costs mean more sales and higher profits for their pockets.
