SI
SI
discoversearch

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: Dan3 who wrote (51838)8/21/2001 9:37:00 AM
From: Road WalkerRespond to of 275872
 
Dan,

re: It may be that, now that both companies have pretty much ruined the desktop market, AMD is focusing on notebooks and SMP systems and letting Intel have as much of the single processor desktop market as it is willing to low-bid for.

If so, at least it's a plan to profitability. High risk, IMHO. From the price decreases in AMD desktop products, it doesn't appear that they have abandoned that segment competition.

John



To: Dan3 who wrote (51838)8/21/2001 9:42:47 AM
From: wanna_bmwRead Replies (2) | Respond to of 275872
 
Dan, Re: "Do a search on pricewatch for Xeon 1.7 and Athlon MP 1.2,"

Are you trying to claim some kind of a direct relationship between how many products are listed on Pricewatch compared to how many products are in the market?

"now that both companies have pretty much ruined the desktop market, AMD is focusing on notebooks and SMP systems and letting Intel have as much of the single processor desktop market as it is willing to low-bid for."

Sounds like great news for Intel. As the highest volume market, this would give Intel back a good amount of market share, and give them ample room to urge ASPs back to making desktops a high profit business.

wanna_bmw



To: Dan3 who wrote (51838)8/21/2001 11:37:39 AM
From: that_crazy_dougRespond to of 275872
 
<< It may be that, now that both companies have pretty much ruined the desktop market, AMD is focusing on notebooks and SMP systems and letting Intel have as much of the single processor desktop market as it is willing to low-bid for. >>

If that's true, it's time to short AMD big time, because AMD lives and dies by the consumer desktop.