Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 237.57

-2.6%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: mas_ who wrote (249006)	3/20/2008 5:54:22 AM
From: graphicsguru	Read Replies (3) of 275872

Pat Gelsinger was telling journalists that the Tigerton Xeon MP processor is gaining market share and will bring “the biggest market share swing in years”. No big surprise there. Tulsa was a dud, and Tigerton is not. The stupid thing is that AMD didn't foresee this and react by dropping the price of 4S opterons to a very small premium over 2S opterons (20% or less) in an effort to move the sweet spot of the industry over to 4S servers. When it's 4th and long, you don't try to run up the middle. Intel wasn't ready with a response to very cheap 4S volume skus. An AMD move like that could have set up a situation where a 4S server with one set of disks, one set of network interfaces etc. could have been cheaper than a pair of 2S servers it would have replaced. So AMD could have carved out a sizable niche until Intel turned its ship around. Instead, AMD tried to keep the prices up for as long as they could. And that time is over. And the result is not going to look pretty. Assuming Gelsinger knows what he's talking about, that's a good amount of profit simply gone. Anyone want to estimate how much?

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next