Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 246.64

+5.6%

10:47 AM EST

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To: wbmw who wrote (241438)	9/29/2007 5:11:55 AM
From: graphicsguru	Read Replies (1) of 275872

consumers flocked to 3rd party boards that used SDR and DDR True, but only because Intel failed to stop Via from selling a DDR chipset! Yes, Intel tried to get a restraining order Via because they said Via did not have a bus license. Fortunately for the industry, Via cleverly bought the ashes of a dead graphics company that had a bus license. Otherwise, consumers would not have had the option. Look, there's absolutely no question that AMD's success has had a hugely positive impact on consumers, and a hugely negative effect on Intel's overall profits and profit margins. To suggest otherwise is laughable. Unfortunately for the industry, AMD foolishly piled on a huge debt with ATI, underestimated Intel and executed poorly on Barcelona. All that will likely result in AMD being crippled or dead very soon unless they can pull a rabbit out of their hat. And when that happens, Intel will go back to historic or better profit margins with obvious consequences for its stock price.

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