Silicon Investor (SI) -- The First Internet Community

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) -- Ignore unavailable to you. Want to Upgrade?

To: niceguy767 who wrote (17735)	11/5/2000 12:12:13 PM
From: fyodor_	Read Replies (1) \| Respond to of 275872

<niceguy767: I, for one, am not discounting the possibility of a level of success by AMD in these spaces in Y2001 that may even exceed their level of success in the high end PC space over the past 12 months> AMD had held >50% of the consumer market before (in the heyday of the K6). Consumers are easily swayed by price and performance, whereas corporate IT departments are generally much harder to impress. To win any significant wins in this area, AMD will have to execute not only very well, but very well _consistantly_. Yes, the Athlon and it's EV6 platform provided AMD with its first really good (competitive) platform since the 486, but AMD has not yet shown that they are able to follow up consistently. There are certainly signs that they are doing well in this respect (not perfect, but then that no company executes perfectly over time in a competitive atmosphere). With regards to mobile computers, AMD has yet to show that they can bring down the heat dissipation of the Athlon _significantly_. They may succeed at this very important task. Then again, they may not. The sad fact is that we really don't know. AMD (understandably) hasn't exactly been very open. I consider their alliance (or whatever it is) with Transmeta to be important in this respect, but only time will tell if AMD can deliver in the performance/Watt department. <Again, with record revenues and earnings, AMD is not compelled to rush additional product to market, and imho, won't until such new product meets AMD's criteria of the best price/performance product in that new space> Having products in multiple markets can shield you from stagnating growth in individual markets. AMD has, with the Athlon, also only penetrated the _relatively_ low-margin markets. They need corporate wins (business and server), they need a strong mobile platform. These are the high-growth, high-margin markets. -fyo