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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.990.0%Dec 26 9:30 AM EST
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To: wanna_bmw who wrote (56114)9/23/2001 8:22:09 PM
From: Dan3Read Replies (1) of 275872
 
Re: your post is nothing more than a combination of speculation and wishful thinking. I can almost hear the words, "I like AMD. My friends like AMD. So they world must be switching to AMD

It's great to hear how unconcerned a typical Intel supporter (and employee?) is that AMD has gone from 12% of the market to about twice that in roughly 18 months. In another 18 months, how much of the market will AMD have left for Intel?

you and others seem to think that AMD's 64-bit success is nearly guaranteed, even though they are at a complete loss for support.

You just don't get it. Unlike Itanic/Mckinley, Hammer doesn't need special support. That's the genius of AMD's strategy and the achilles heel of Intel's strategy. AMD makes it very easy for its customers, while Intel forces them to bend their IT programs into pretzels to make life easy for Intel.

Large businesses don't want tier-3/4 OEMs servicing their IT department

Large businesses grow slowly and will be buying very little new equipment for quite a while. The real growth comes from small and medium size businesses - the ones AMD is targeting. And those are the companies that are buying (to the degree that anyone is buying). Fast growing, moderate sized companies often prefer to buy from other fast growing, moderate sized companies knowing that they'll get better attention and service as a medium sized fish in a medium sized pond.
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