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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.90-0.1%Dec 26 3:59 PM EST
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To: Paul Engel who wrote (49982)8/5/2001 11:21:44 PM
From: Dan3Read Replies (4) of 275872
 
Re: "server-recession")... why the implication that it is some how good for AMD ?

This almost entirely an Intel market right now, and they've been using profits from this segment to subsidize pricing in the desktop segment.

Having the server market crash and burn during Q3 gives AMD time to flesh out its own server offerings without losing too many potential sales (nothing's selling anyway) and forces Intel to try to make some money off desktops while competing with AMD.

If the server market were booming, Intel could (as in the past) sell desktop chips well below minimum profitable prices and make their money on servers.

Won't be happening this quarter.

They won't be doing it with notebooks, either.

In past years, whenever AMD started doing well in a given segment, Intel would dump on that segment with the result that neither Intel nor AMD made much money in the segment. Then Intel would still make lots of money in the other segments and AMD would be screwed.

This time AMD is moving on all segments at once, desktop, mobile, and workstation/sever, and Intel is cornered by its $6+ Billion per quarter costs.

AMD has grabbed a hold of Intel's CPU family jewels, and is starting to squeeze.
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