Intel’s Q8200 will not hurt AMD, apparently
The dual-core pricing is about what we had expected in our previous analysis (well, E5200 is slightly lower); however, the quad-cores are being priced extremely conservatively which we did not expect to be the case. Therefore, while we remain pessimistic about AMD’s capability to be competitive in the dual-core market share despite their chipset/graphics advantage, we believe their prospects for the Phenom architecture in the OEM market are actually better than we or many others had expected in this timeframe.
The big question now is how much the E5200 will hurt AMD’s dual-core business. In that market, we suspect AMD’s platform advantage will allow them to remain competitive, and they’ve still got substantial market share.