Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 233.54

-1.8%

Nov 7 9:30 AM EST

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To: justaview who wrote (219570)	12/8/2006 2:26:03 AM
From: Joe NYC	Read Replies (3) of 275872

justview, Intel's market share sliding is the thing of the past. Do you have Q4 info available. The quarter is not even over yet. As of Q3, Intel was still losing share. The best CPUs have always won. Intel has the best products now It seems Intel has a lot of them sitting in the inventory. Intel's ASPs are lowest they have been in a very long time. And, even as low as the ASPs are, they are still luxuriously high compared to AMD. and at least 3-5 years into the future. The future was supposed to be 10 GHz Netburst. It would help the AMD fans to realize that AMD’s recent successes are due in large measure to a perfect streak of Intel screw ups -- Netburst, RDRAM and the biggest of them all the cloning of AMD64. I see. Intel should have gone Itanium, damn the ... err ... icebergs. Meanwhile years of new core development were flushed down the toilet. How many of you know that a radical new core design has failed and was killed few weeks before the tape out. This is why all AMD can do now is to put four K7s on a die and pray. It took Intel 6 years to catch up to K7/K8. Considering where Intel was before K7 and where it is now, I would not exactly be grinning awaiting its last punch. Joe

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