Joe,
re: it's bad, bad, bad, bad
I didn't say AMD was doing any thing bad, in fact it appears they are doing quite well. I just don't believe the retail market is there to support how well they are doing, and how well Intel is doing.
re: If you have a high end chip, it is not a concern. It can always be sold and displace the lower end chips.
A high end chip from eight months ago is a low end chip today. You saw AMD's price cuts, are they still making all those chips that became low end? By the way, if they can sell everything they make, why did they cut prices?
re: There may be some degree of loyalty and inertia for AMD to overcome in the short run, but in the long run it is irrelevant.
Don't bet on it.
re: You have a problem if all you have are low end chips and the competitor is increasing output of higher end chips. AMD was in this situation many times. Now, for change, Intel is in this situation.
Oh, I forget, this is the AMD denial thread. Intel doesn't have any high end chips, and never will.
John |
