Analysts: Shanghai puts AMD back in the fight with Intel

Early release of AMD's first 45nm chip will help it battle Intel's new Nehalem, due next week

Early last month, several analysts noted that PC makers, which were getting a first look at the new chip, were giving it a thumbs-up. "The OEMs seemed to be pretty happy with it," said analyst Rob Enderle of the Enderle Group, in a previous interview. "It's showing up ahead of schedule, and it seems to be performing well against expectations."

"I estimate that [AMD] once owned maybe a third of the server market share in the Opteron glory days," said Olds. "However, Intel made a furious comeback with quad-core chips and probably reduced AMD's share to around 10% of the server market. This should give AMD a chance to get some of that back. They won't have the huge advantage they had over Intel in the glory days, but they are now competitive."

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Sharon Gaudin

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