Intel flash stimulateentire profit "core" strategic sniper AMD

In July 19th this year, Intel announced the second quarter chip sales. This quarter, chip sales grew by 15%, revenue reached $9 billion 200 million, Intel chips laptop is still the favorite of consumers. This shows that, for PC manufacturers and suppliers, this year is still a good year.

However, Wall Street is not too excited about Intel's positive performance. The same day, Intel shares fell $1.01 to close at $27.70. Intel quarter profit of $2 billion, or 33 cents per share. Previously, apple, AMD have announced quarterly earnings. The same day, the disk drive manufacturer WestJet also announced a quarterly earnings report.

For technology companies, the third quarter of this year, is still expected to be a positive season. Intel's earnings performance and market research firm Gartner report coincides with each other. July 19th, Gartner, said the global PC shipments in the second quarter grew by more than 14.8%, higher than the notebook shipments, which is mainly due to price measures taken by PC vendors.

In the U.S. market, due to the severe decline in prices, notebook sales have exceeded the desktop, the sales ratio of 6 to 2 percent of the two sides, the proportion of the sales of the two sides of the market, the proportion of sales of the two sides of the desktop, the proportion of sales of more than 1. DELL and HP are still in a leading position, but faced with Gateway, Averatec and Apple Com puter Inc enormous competitive pressures. Merrill Lynch analyst Steven Milunovich predicts that this year PC shipments will grow by 10%. Many investors believe that PC manufacturers in the next year will take a larger price strategy."

Technology companies in the second quarter and its performance in the first quarter of the formation of a strong contrast. The first earnings, technology companies are very poor performance, the reason for the acquisition of enterprises due to lag. However, in the second quarter, consumer demand for PC, digital video recorders, iPod music players and GPS systems and other corporate revenue growth. Intel's chief financial officer, Andy Bryant, said: "in the first half of this year, the user demand exceeded our expectations, and this strong demand will continue."

Intel expects third quarter revenue will grow to $9 billion 800 million, while the total revenue will grow from 56.4% to 60%. The second quarter, Intel's total revenue is lower than expected, which is mainly due to Intel's Xbox game console chip developed by Microsoft.

A week ago, Intel's rival AMD also announced earnings. AMD CEO Ruiz said Holland server chip sales growth of 89% consecutive. At the same time, notebook computer chip sales have declined. Currently, AMD is suing Intel, accusing the latter to take improper means to provide customers with preferential conditions to prevent the growth of AMD products in the market.

AMD's earnings caused concern in the industry on this issue, that is, whether the AMD from Intel hands to get some market share, whether the global PC market growth is higher than expected in the industry. Bryant said the chip manufacturer's production capacity can not meet the user's demand for a certain product. However, he acknowledged that Intel is facing a growing threat to AMD. AMD's low cost server chips are popular in the market and are said to be superior to Intel chips in technology. In the server market, we are facing the pressure of AMD price." In addition, Sun, HP and IBM server manufacturers have also launched a dual core platform based on AMD. It is clear that in all the important notebook market, AMD through the cooperation with major PC vendors have won a lot of share. In June this year, HP for consumers and small and medium enterprises launched a number of notebook products, they use AMD 64 bit Turion and Sempron chip. Intel's Otellini said, in order to attack the AMD in the dual core server chip market offensive, Intel plans to adjust the server production line in the second half of this year. "In the server market, we are facing increasing competition."

At the same time, Intel also won the victory of the flash sales campaign. Intel said its sales revenue increased to $643 million, compared with $638 million a year ago. AMD and Fujitsu joint venture to establish the flash sector, due to the dilemma of being split or independent listing, operating income loss of 19%.