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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 236.78

-6.1%

Jan 30 3:59 PM EST

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To: Hans de Vries who wrote (211086)	9/18/2006 10:27:50 AM
From: economaniack	Read Replies (1) of 275872

re codenames. Bulldozer is not gonna be a product name. It is company code. Sledgehammer to knock Intel down and Bulldozer to bury them. AMD knows where the money is - servers and commercial clients. Sledge was AMD's entry into the big time server market. Bulldozer will be the first ground up attempt at a notebook/SFF platform. Opteron made AMD profitable and bought them mindshare, but if they are gonna break the Intel monopoly its gonna be by getting 40% of the commercial notebook and desktop market where decent performance in a quiet cheap extremely stable package is the goal. If they can get it out in volume while Intel is still selling death fart into that market they will have a huge win, but even the current platform has idle power draw advantages over CMW that will serve well in the TCO race for many of these applications. If bulldozer improves on that it could dramatically extend AMD's footprint in a market that it barely scratches now and really hurt Intel margins. E

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