Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 246.28

+4.0%

Feb 2 3:59 PM EST

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To: dale_laroy who wrote (35364)	4/10/2001 4:49:41 PM
From: Epinephrine	Read Replies (2) of 275872

RE: <I believe that the primary reason that AMD has not had much success with the corporate market is that corporate buyers want stability. They want a platform that will be viable for the next 3-4 years (no change of system bus) and be shippable in adequate volumes. AMD plans to move from Socket-A to an integrated NB and HT with Hammer beginning in less than a year, and with just two fabs could run into capacity problems prior to 2004 when Fab35 begins to ramp.> Dale, Actually I think it's a lot simpler than that. My friend is the lead server guy at a very large company and when I asked him half in jest to push the decision makers to use Athlon systems he said it would never happen until AMD got a system offered by a top tier vendor (in their business line). That was because the number one and only truly inflexible requirement they have for deciding on systems is that they come from a top tier vendors business line. That's it, he said if AMD could get a system offered from a top tier vendor in their business line then he could get them considered but that it wasn't even subject to consideration until then. My believe is that AMD's lack of business penetration has nothing to do with AMD's product or pricing or infrastructure. It is almost exclusively due to the fact that there are no top tier OEM's willing to stick their neck out and offer a business PC with Athlon inside. Thus the catch 22 that AMD cannot penetrate the corporate market because no top tier vendor offers a business system and no top tier vendor is offering a business system because there are no companies asking for them (because they don't consider it an option). AMD has to break that vicious cycle, they have a tough row to hoe, but I don't think anyone in business is thinking we aren't gonna buy AMD because of stability issues or infrastructure. They aren't buying AMD because AMD isn't even an option at the most basic level, they aren't even in the running until a top tier vendor gives them the nod and offers a product. Just my two cents, Epinephrine

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