Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 236.78

-6.1%

3:59 PM EST

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To: rudedog who wrote (257593)	12/27/2008 3:00:43 PM
From: mas_	Read Replies (1) of 275872

Does anyone know if the new team is going to be focused on finding and exploiting the areas of the market where AMD's strengths can build a solid business, and stop tilting at the Intel windmill? All of the discussions about processor performance really don't have much to do with investment value - except as an indication of execution capability. Is there any change in AMD marketing or sales strategy? Can they continue to identify areas where for whatever reason, Intel has left an opening, and show agility in exploiting those opportunities? That is Meyer's claim but who knows how effective he will be. Big netbooks is one area they may make a play for fudzilla.com I don't think you can give Meyer a free pass like you have as I believe all the 65nm models were his idea and not having a high cache Brisbane was a margin mistake you could see from years ahead given the upcoming at the time Core 2. So I'm not completely sure I trust his business judgement. With AMD you have to be on your toes all the time because every new Intel product cycle can bring a new world of hurt so 32nm Nehalem is the next one to look out for in terms of impact on AMD. There's no doubt that AMD's 45nm will be competitive both from a model and process POV so it should hit profitability next year providing the general market is not too bad.

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