Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 211.89

+5.4%

10:08 AM EST

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To: Joe Senesac who wrote (193469)	4/14/2006 12:08:32 AM
From: Sarmad Y. Hermiz	Read Replies (1) of 275872

Hi Joe, First thank you for your thoughtful post. >> Every post I have read from you so far seems to be biased towards Intel in a way that gives Intel the benefit of the doubt on any given issue, Only in comparing how the companies will fare in sales and market share. I have never once said that Intel processors were better than AMD's. Only that Intel has flexibility to price them in such a way as to retain market share. >> There is no easy way for AMD to branch off to their own proprietary architecture, truly That's what the folks on this thread miss. In that case the only way for AMD to entrench itself is by superior manufacturing. But wishing, or having a vague plan is not the same as achieving. Dr. Ruiz saying that he wants 30% market share is fine. What the people here miss is that there is no path to that, just by being a slightly improved copy of intel. And yes, the current draw, 64-bit, heat, memory controller, are just temporary advantages that will not serve as a 2x4 that AMD can clobber Intel with. But the chorus insists these tweaks are some big deal that will have the market "clamoring for AMD" and "only idiots will buy Intel". My posts mainly challenged this view. >> Another factor in regards to sustainability that I think Hector has done is create more credibility towards wall street. I don't know about that. I think the retail speculators are the ones who pushed AMD stock price up. I think wall street will wait and see whether the share grab will take hold. You might have noticed that the other view held by this board is that for Intel to compete on price, they have to lower prices to the point where they are losing billions. That is a prospect worth studying. My calculation is that Intel can lower prices to the point where AMD is losing real $$, yet Intel is still earning $billions. The only way for AMD to escape this predicament is either 1- have miraculous manufacturing. 2- enough products that are differentiated from Intel's. I don't think AMD has either to a sufficient degree.

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