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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.80+1.7%Jan 16 3:59 PM EST
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From: graphicsguru7/3/2007 4:10:14 AM
Read Replies (3) of 275872
 
How AMD blew their DCA/HT advantage.

When I first heard about Intel's MCM plans, I had to laugh.
It sounded outrageously stupid. Above all, I told our Intel rep,
if I want two Intel dies in my system, why wouldn't I prefer the
two dies to be separately packaged? That way, I could cool
them separately and not be constrained to keep the power
for each chip artificially low. And I never got a good answer.

But what Intel did while AMD was snoozing was to introduce
low-cost 4 die servers and low-cost two die desktops. Which
is what AMD should have done!

The marketing goons at AMD didn't realize that the way to press
K8's advantage was to price Opteron 8xxx the same as 2xxx and
press motherboard manufacturers to build cheap 4S infrastructure.
That would have been disruptive and 90% of the server market
would have moved over to 4 die AMD servers. Instead, it was Intel
that first moved the market to low-price 4 die servers. How ironic! AMD
had a far superior infrastructure to connect 4 dies together.
Yet they stupidly chose to price the dies in such a way that
AMD 4 die servers remained a small niche.

Of course, with 65nm and Barcelona both being disasters, probably
no marketing choices could save them . . . .
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