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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 208.65+1.2%9:57 AM EST
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To: TechieGuy-alt who wrote (199139)5/28/2006 2:45:44 PM
From: dougSF30Read Replies (2) of 275872
 
1 is not an issue, as Core2 has a large IPC advantage.

2 completely misses the fact that CPUs are produced with a distribution of bins, and it is not merely about where the high-end is, but where the sweet-spot is. Intel's Core2 performance sweet-spot will be AMD's cherry-picking high-end, and *that* is devastating.

3 -- no one is calling for a segment-based price war, but rather an overall performance-based "war". And see (2): AMD may have capacity to produce low-end parts, but what about the mid-to-high-end?

and look at the forest (this market is headed towards a more even revenue split- and there is nothing that Intel can do to stop it over the next 3-5 years)

That statement is ridiculous on its face. Suppose Intel Core2 performance were, for sake of argument, DOUBLE the performance of AMD parts. You think the market would still head to a more even revenue split? I assume not, unless you're nuts.
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