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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Epinephrine who wrote (43327)	6/8/2001 5:17:50 AM
From: soraramoa	Respond to of 275872

Great post. EOM S

To: Epinephrine who wrote (43327)	6/8/2001 7:28:04 AM
From: Bill Jackson	Respond to of 275872

Epi, Well, if you have a product like ice cream where you can add some mouseturd then you appease him that way to get the sale. In used cars it is like I said it is, build them up. In CPUs you cannot say 'pass the grated cache' please and make a special one for that customer who wants to be right.(although I suspect that AMD might indeed cook a special if the clienta wanted to wait at the drive through window. In addition there is now way for AMD to push the system at Dell, CPQ etc as there is not marketing method or old bpoy network that will bypass the qualification period. All that will do this is time and share erosion to others and eventually Dell, CPQ etc will get the message. One basic problem is these are not pin for pin drops ins, like we hade with the 486 and a few later products from AMD(loer pentiums). That means that unless an overriding advantage can be found to justify the duality of mobos needed then these buyers may not buy from AMD on the server side. Price is one such advantage and I am sure that if AMD fields a good offering then Intel will crater their prices to try and stop AMD. We have seen this in the p-4 arena. If it happens in the Xeons then Intel will have no high margin area left. Now in the white box servers...that is where AMD will sell lots in the next few months and that threat will start to undermine the whole xeon based structure....as long as Intel keeps the prices high. I am not saying AMD is perfect, I am saying they are in a position where time is the only solution to let their products make their way by word of mouth as well as marketing. Bill

To: Epinephrine who wrote (43327)	6/8/2001 1:04:10 PM
From: Charles R	Read Replies (1) \| Respond to of 275872

Epi, Good post. You displayed lot more patience than I did. Regards, Chuck

To: Epinephrine who wrote (43327)	6/8/2001 3:02:20 PM
From: Petz	Respond to of 275872

Epi, in my vocabulary, the word "blame," as in blaming AMD management for the lack of a Tier 1 server win, implies "primary cause." An althernative definition is "moral culpability," but that doesn't apply here. The primary reason for no server win from a Tier 1 within 2 weeks of its intro is 1) its an unrealistic expectation 2) Intel did something beyond AMD's control, either with a big carrot or a big stick. "Blaming" someone is a useless exercise, IMO. When the OEM's walked away at the last minute, AMD did the most sensible thing, which was to go ahead with the launch anyway and look for alternative customers. In fact, by the number of customers, it appears that AMD was very smart and worked on Plan B before IBM and Compaq balked. So far, we have no evidence that "Plan B" will be as successful as "Plan A" might have been. Petz