Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 217.91

+0.9%

Dec 5 9:30 AM EST

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To: Plissken who wrote (199630)	5/31/2006 7:44:03 PM
From: firthoffourth	Read Replies (1) of 275872

I think a lot of people (or maybe just one VERY loud person:) have/has lost sight of the forrest and are/is entirely too focused on a few trees. Lets assume by the end of 2007 K8L/bulldozer and CORE2 are competitive (+/- 10%). AMD should be able to supply 40-50% of the market with a fraction of the workforce and only 2 fabs (+ some output from CHRT) not to mention significantly smaller die sizes. For Intel to compete they will need either significantly higher ASPs than AMD or a massive headcount reduction. At this point it is difficult for me to see how they are going to get a premium over AMD in the ASP department assuming the maret is free/open and the products are competitive. QC servers will cause Intel a lot of problems in the 2 socket space and it will be a miracle if they sell any chips destined for 4 socket systems. A 6 month performance advantage, even if they get it, will do little to offset the long term problems Intel is facing. They need to take the pain now or it will be worse later on. You only have to look as far as the current state of the US economy to see what happens when you put off the inevitable.

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