Intel: From Winnie the Pooh to Red Bull
November 25, 2006 3:28 PM
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Intel's fast recovery in the retail space took everyone by storm, but should it have?
If you asked me last year if I thought Intel would turn their product line around in twelve months I would have said it's highly unlikely. To me, Intel’s product line was about as interesting as a cold sore last year.
Granted the upcoming products (Conroe/Kentfield at the time) looked interesting, but I figured they would have a tough time blowing out their existing inventory of Pentium branded processors. I was also very sure (and vocal) that Intel’s most exclusive customer would switch some of their product line to AMD in short order. I was right on that point, as were some others – and Intel continues to lose market share to this day as a result of this sudden unexpected switch.
Last year I was so down on Intel that when the stock hit $30 that I thought there was no upside in sight for at least two years.
Well, it turns out that I underestimated Intel's ability to ...
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11/28/2006 12:43:04 AM
And this is the president of VoodooPC?
Ever since the first Pentium M desktop boards hit it should have fairly obvious to anyone that can read that Intel was sitting on very competent design that was far superior to the Pentium 4 and at the very least an equal to the Athlon 64.
If they (Intel) hadn't invested so much time and money into the mistake that was the P4 we have seen Pentium M/Core CPUs years ago.
"A politician stumbles over himself... Then they pick it out. They edit it. He runs the clip, and then he makes a funny face, and the whole audience has a Pavlovian response." -- Joe Scarborough on John Stewart over Jim Cramer
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