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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 249.66+7.6%3:59 PM EST

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To: eracer who wrote (196766)5/15/2006 4:24:43 AM
From: BUGGI-WORead Replies (1) of 275872
 
[Edited] @Eracer - Business
"
...
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. ...
"

Right, but do heard of the monopolistic practices yet?
(of course you did) - So its my strong feeling and I'm sure
nearly all will agree here, that the main point in not gain-
ing share mostly in Business were the contracts between Intel
and the OEMs. I don't know whether these actions are gone,
probably NOT, but after AMD did go to court the whole industry
is (IMHO!!!) more shy when it comes to these practices. Call
me naive but I see MUCH MORE actions behind the scenes just
because AMD filled.

"
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.
"

WHAT? When performance is the KEY, why has Intel still the
gigantic share in BUSINESS with this crappy line? Look just
at 6xx where AMD commands a huge lead with outstanding prices.
What happened - nearly nothing - we all know this and we all
know why. Could be that this will change only VERY slowly,
time will tell, but to negate AMDs progress in the notebook
space with this new products is LAUGHABLE. And you know this.

"
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.
"

When I read this, an uninformed user could think that
this will not change ever! Boa, your crazy ...

"
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.
"

Based on what - your own assumption?

Edit: Distri
Some AM2 MSI Boards appeared in the channel - available. Asus
will follow the next days. X2 went dry a little bit, the
same goes to Sempron where the price action will take place now.
A64 supply awesome - prices at 3000+ to 3500+ most aggressive
I have ever seen.

BUGGI
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