HP Steps Up to AMD Laptop/Desktop Opportunity
There is a lot of distrust surrounding the Intel brand at the moment largely due to a sequence of events which included a slow disclosure of a serious security flaw (which appears to be getting worse), a secret early disclosure of this flaw to China (which has technical ties to North Korea), related patch problems, their CEO apparently fleeing Intel stock. This damaged trust and raised the question of why anyone would want to invest in a company, for product or stock, that the firm’s own CEO didn’t think was a good investment and this comes on top of the insider trading concerns raised by the activity.
In the meantime, AMD released their strongest set of processors in their history, generally equal to or better than Intel’s offerings, and providing unique values in areas like single socket servers. Against that launch Dell, HP, and Lenovo brought out new products. However, it is interesting to note, that of the 3 HP was by far the most aggressive releasing entire lines of offerings.
Let’s talk about why this could play particularly well for HP.
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NOTE: This column was originally published in the Pund-IT Review.