| Intels recall of its speediest Pentium IIIs could open the door for its archrival to enter the coveted corporate market, analysts say.
Thus far, Intel Corp. competitor Advanced Micro Devices Inc. has been virtually invisible in corporate settings, in part because of Intels reputation for reliability.
Corporations, until now, have bought up the quality proposition of Intel Inside, said Rob Enderle, a Giga Information Group analyst, referring to Intels advertising slogan. But this could be an opportunity [for AMD] to make headway. This is a beachhead.
Enderle noted that none of the major OEMs use AMD chips in their corporate lines. But the recall erodes Intels image, he said, and could create demand among corporate customers for AMD-powered computers.
This could be a real problem for Intel, he said. |