SI
SI
discoversearch

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 231.80+1.7%Jan 16 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: BUGGI-WO who wrote (196765)5/15/2006 4:05:53 AM
From: eracerRead Replies (3) of 275872
 
Re: Intel has near 100% Business share in the notebook area and AMDs main strength lies only in consumer low-end - MOSTLY. With the new platform, new design and a complete DC structure, AMD will be able to compete on mostly all fronts. I have said this before, but it seems that many are more keen on 5% performance. So when you ask me, AMD has now the ability to gain massive share just because they have products - very good ones - which they haven't before. But who cares ...

Performance would be less of an issue if AMD could successfully penetrate the business market. But why expect AMD to do it now and do it quickly after years of trying and failing? In my opinion AMD platforms were good enough for business desktops back in the nForce2/Barton era or maybe even as far back as nForce/Palomino. Yet AMD has made very little progress in the business desktop market.

I don't see how moving to DDR2 and playing catch-up on the mobile dual-core front helps AMD all that much in business laptops. No matter how fast, inexpensive, or feature laden AMD's offerings have been over the years AMD has been shut out of the business desktop and noteboook markets. That leaves AMD primarily depending on the consumer market where price and benchmarks are important. Intel is, and will be, attacking on performance/price ratio far more aggressively than they have in the past. That puts AMD at risk of losing consumer market share faster than they can gain business market share.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News