Last week was the coming-out party for AMD’s new CEO, and his core message was that the market was undergoing a shift — and when markets shift, leadership changes. His point was that Intel’s leadership was at risk and that AMD was poised to take over that leadership. The nature of this change is massive, and I doubt we — I mean any of us — are fully aware of how much is changing. Nor are we sure which companies or technologies will exit this change. Everyone is at risk — from Apple to Microsoft, from Google to Facebook, from Oracle to HP, and from AMD to Intel.
Loading ...
AMD: Shift Happens
Posted by: Rob Enderle February 6, 2012 05:00 AMLast week was the coming-out party for AMD’s new CEO, and his core message was that the market was undergoing a shift — and when markets shift, leadership changes. His point was that Intel’s leadership was at risk and that AMD was poised to take over that leadership. The nature of this change is massive, and I doubt we — I mean any of us — are fully aware of how much is changing. Nor are we sure which companies or technologies will exit this change. Everyone is at risk — from Apple to Microsoft, from Google to Facebook, from Oracle to HP, and from AMD to Intel.