Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 213.43

+6.2%

Dec 19 9:30 AM EST

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To: dougSF30 who wrote (198966)	5/27/2006 10:56:04 AM
From: TechieGuy-alt	Read Replies (3) of 275872

Considering that Core duo had a massive performance advantage over AMD all of Q1- AMD should not have gained ANY notebook share in Q1- but they did. The biggest problem that Intel has is that AMD has been legetimized. They hold so little share in about ~75% of the mainstream market (where nobody gives a hoot about performance) that just getting a footprint in that space will enable them to continue gaining share. In the past- no one wanted to go to AMD in the mainstream market because: 1. AMD was "not suitable" for business needs- no longer true. 2. AMD did not have a footprint in servers- no longer true. 3. AMD did not have a large enough footprint with the top OEM's so the intertia to design in AMD was huge- seperate design and validation teams etc.- no longer true. 4. AMD was kept out due to Intel's "prevent socket loss at any cost" which included strong arming- probably still happens a bit- but increasing evidence that this is becoming less of a viable tactic for Intel. 5. Intel's manufacturing was demonstrably better than AMD's including volume capacity- Definitely no longer true. It looks like AMD can easily supply 40%+ of the world market and it's now a matter of getting the socket wins to use that capacity. 6. Mhz wars are dead. Heck- most folks can't even tell a Dxx from a 51xx etc. I don't even know what these things stand for anymore. The old days of Intel using the top few speed bins to pressure AMD are gone forever. The top few speed bins account for less than 10% (I'm gussing but am willing to be educated if you have a link) for Intel. There is only so much you can do regarding waterfall pricing to prevent AMD from gaining a "fair" share. TG

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