FSOwner
FS Owner
Anand Lal Shimpi: One thing AMD has taught me is that you can never beat Intel at its own game. Simply trying to do what Intel does will leave you confined to whatever low margin market Intel deems too unattractive to pursue. It’s exactly why AMD’s most successful CPU architectures are those that implement features that Intel doesn’t have today, but perhaps will have in a few years. Competing isn’t enough, you must innovate. Trying to approach the same problem in the same way but somehow do it better doesn’t work well when your competition makes $9B a quarter.
We saw this in the SSD space as well. In the year since Intel’s X25-M arrived, the best we’ve seen is a controller that can sort-of do what Intel’s can just at a cheaper price. Even then, the cost savings aren’t that great because Intel gets great NAND pricing. We need companies like Indilinx to put cost pressure on Intel, but we also need the equivalent of an AMD. A company that can put technological pressure on Intel.
That company, at least today, is SandForce. And its disciple? OCZ. Yep, they’re back...
View Full Article: AnandTech
We saw this in the SSD space as well. In the year since Intel’s X25-M arrived, the best we’ve seen is a controller that can sort-of do what Intel’s can just at a cheaper price. Even then, the cost savings aren’t that great because Intel gets great NAND pricing. We need companies like Indilinx to put cost pressure on Intel, but we also need the equivalent of an AMD. A company that can put technological pressure on Intel.
That company, at least today, is SandForce. And its disciple? OCZ. Yep, they’re back...
