Both Intel and AMD announced earnings that handily beat Wall Street estimates – on the surface. Do the numbers symbolize a new trend in the CPU market?
with Intel the victor. Cyrix was just about dead, and AMD looked like all it could do was deliver lower-priced Intel-like processors. Although AMD''s revenues are still only a fraction of Intel''s ($1.1B vs. $8B for the quarter), their growth rate is currently greater than Intel''s. Intel and AMD have also been going through rounds of aggressive price cuts, with the end-users reaping the benefits. Even with the price cuts on the Athlon CPU et al., AMD is destroying (in the good sense) Wall Street''s