Advanced Micro vs Intel (AMD / INTC) Message Board

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Technology Stocks : Advanced Micro vs Intel (AMD / INTC)

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To: inex who wrote (2541)	1/10/2008 11:34:02 AM
From: Elmer Phud	Read Replies (1) of 2596

Just because AMD is not in a position to compete in the high end has no bearing on whether or not they should strive to capture marketshare. Do you realize you're describing their current strategy? That's what they've been doing and you can see what it's done to their bottom line. They have only 1 fab and an oversized, bug ridden, low performing, low yielding, power hogging die. Their other 65nm products are now lowend where ASPs are commodity levels. It will be 2009 before the other fab is converted. Just what market segment do you think AMD can attack where Intel doesn't have a better and cheaper alternative in almost unlimited volumes and lower cost? Then there's the issue of credibility. What customer is going to believe AMD's assurances that they can deliver a new product on time and in volume? One has to go back into the historical archives to find a statement from AMD that turned out to be true and a schedule they actually met. Who is going to commit a new product line to a company that can't be believed while their competition designs around Intel and has a higher performing, lower power product shipping while you're still waiting for bug free samples?

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