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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 207.67+2.2%3:59 PM EST
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To: Sarmad Y. Hermiz who wrote (193428)4/12/2006 11:32:36 PM
From: eracerRead Replies (2) of 275872
 
Re: The bluff on Hector's part is 30% market share anytime soon. I don't see how intelligent people believe that. But they'll still be billions. Increased market share will not happen unless AMD has products that Intel does not.

Certainly AMD would have done it if they could keep up their current performance/price and thermal advantages for the next couple years. Intelligent people know AMD does offer better desktop and server products.

A price war will take AMD to loss, and Intel to making fewer $billions. But they'll still be billions.

Better tell Intel to stop the rebating and planned price cuts then. As for me I'll be thrilled if billions of dollars of former Intel profits went to OEMs and end users instead.

A 10% better performance on F.E.A.R. won't do it.

Perhaps you should should suggest that Intel's next ad campaign proudly proclaim their F.E.A.R. performance is only 10% lower than the competitions.

The reason AMD increased share in q3 and q4 was that Intel had their chipset shortage, and AMD had the goods to fill the gap. I'm pretty sure Intel won't let that coincidence happen again for a while.

It's a darn good thing Intel had those chip shortages then. Without them there would have been overcapacity driving prices even lower. Perhaps you should request Intel mothball a 65-nm fab to maintain price stability.
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