Just two days after Intel
In addition to providing yet another blow to Advanced Micro Devices
This victory serves notice that Intel has responded to AMD's competitive challenge, which seems to have peaked last year, when the smaller chipmaker snared some of Dell's
Moreover, to the extent that Intel has configured an innovative solution to the power and cooling problem, it could also win more business from large companies that purchase servers in high volume, such as Yahoo!
These companies operate huge data-server farms, and the amount of energy they consume is so extraordinary that they have been desperate to address the problem. Google's decision to switch some of its business to Intel tells me that the chipmaker's "maniacal" team has fashioned at least a partial solution to this problem, in a manner that other large companies could find appealing.
AMD will undoubtedly respond. It will be interesting to see whether its forthcoming quad-core Barcelona processor -- which is expected to have 40% better performance than Intel's Clovertown processor -- is also more energy-efficient.
If so, the ball will again be back in Intel's court. But my guess is that, with a maniacal grunt worthy of Maria Sharapova, Intel will respond emphatically.
Intel's inside the Fool:
- Another Reason to Ignore AMD and Intel
- Intel Digs In for the Long Haul
- Intel Slumps: Fool by Numbers
- Fool on Call: Inspecting Intel's Margins