Sunday, June 11, 2006

Intel: Where did we lose and why?

Unbeliavable, 2005 supply impacted customers (see the quote from left)!
In other words, demand for Prescott was so big that supply simply couldn't follow !.
I thought different.
That they ran out of customers before they run out od supply.
Actually, the lack of customers impacted Intel's supply.
However, my opinion isn't meritory compared to Intel's authority.
Beside, I thought that AMD was supply limited and that there is no Iraqi's WMD.
But, as I said, authorities say different. In AMD's anti monopoly law suit Intel replied with justified reason, that there is no it's monopoly at all, but only AMD's lack of supply compared to Intel's!!!
I could agree only that Intel hadn't follow adequate server roadmap. But not without the real reason named Itanium, that poured without return a few $ billion in research, development and the lost patent law suits (not to mention Itanium's Barnum style marketing ). In the end, can we say that:
Itanium was supply impacted too?. I am afraid that only impacted people could agree with. The others should sell Intel's shares until September.

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