Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 221.02

+6.4%

Jan 13 3:59 PM EST

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To: Mani1 who started this subject	8/15/2001 8:38:31 AM
From: andreas_wonisch	Read Replies (2) of 275872

IBM rattles AMD shareholders news.cnet.com Good article with some good quotes: Advanced Micro Devices shareholders shuddered because of an image problem, not a financial one. [...] Although IBM was one of the first major vendors of PCs to adopt AMD chips, Big Blue stopped selling retail PCs in October 1999, when AMD commanded 16 percent of the PC processor market, according to Mercury. Yet Mercury's figures indicate AMD's slice of the PC processor market had risen to 22 percent by the second quarter of this year. [...] Intel's price cuts are making it harder for AMD to reach its goal of 30 percent market share by the end of the year, analysts said. And it will get even harder as the clock-speed gap increases between Pentium and Athlon chips. Athlons are faster than Pentiums at the same clock speeds, but Intel has been raising clock speeds more frequently than AMD. Intel expects to have 2GHz Pentiums by year's end; AMD's next publicly announced target is 1.7GHz. "AMD really has to step up their rollout of newer products," Lee said. [...] That's the most damaging part of IBM's decision to pull back from AMD, Lee said. Corporate sales are considered the main driver of PC demand, but they've always been AMD's weak point. Losing business-oriented IBM reinforces the belief that AMD machines will never be popular among corporations. Andreas

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