Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 240.58

-2.5%

Nov 17 3:59 PM EST

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To: eracer who wrote (212008)	9/30/2006 12:33:41 PM
From: Elmer Phud	Read Replies (1) of 275872

eracer - At least it gives AMD room to breathe in servers. Not in my view. That's like saying the guy at the bottom of the swimming pool has room to breath. AMD is now behind, sometimes way behind, on just about every meaningful benchmark, and that's before the introduction on Quad core Xeon. AMD can only compete on price. Yes they have design wins but who will get the new design wins? Rackable was a good clue. Whatever happened to Horus anyway? That was supposed to be Opteron's ticket to the 8-way and above. It was due last year and has more or less disappeared.

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