Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 213.50

+6.2%

Dec 19 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Monica Detwiler who wrote (78552)	4/27/2002 10:38:48 AM
From: pgerassi	Read Replies (1) of 275872

Dear Monica: With all of the extensive OEM support for Itanium, how large is the market share for it after a year? <0.001%! Far less than Athlon SMP without any OEM support by your lights. OEM support must not be all its cracked up to be. OEM support is not what is needed, but customer support is. No customers means no market share. Evidently 7 percent of customers like Athlon SMP, they bought them even without major OEM support. The OEMs are not going to take this lying down. They will support what their customers want or they are out of business. IBM, Honeywell, CDC, Poloroid and others have learned this lesson quite well. It may take years, but it will happen sometimes quite suddenly. The market has spoken Itanium is unwanted and undesired. Pete

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next