4 ms·
Management of Intel is accustomed to have 60% profits and need a mind change and a price drop. I foresee that AMD will get a lot of market share: 30-50% and I u
by mhkool 8y ago
Management of Intel is accustomed to have 60% profits and need a mind change and a price drop.
I foresee that AMD will get a lot of market share: 30-50% and I use this wide range since besides price/performance there is also the factor of security. Looking at Spectre et al. AMD has a safer product.
Last but not least, a single EPYC CPU is also an I/O monster: 128 PCI lanes for AMD vs 40 PCI lanes for Intel.
- daveguy 8y agoAnd the former CEO of Intel said their goal was to keep AMD to 15-20% of the server market. I agree. I think they will be able to capture more than 20%... 30-50% seems reasonable.