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: Dan3 who wrote (51968)	8/21/2001 9:34:45 PM
From: wanna_bmw	Respond to of 275872

Dan, Re: "Yet my comment that if SOI doesn't work out, AMD could be out of the CPU business was OK with you." Not exactly. I'm more against your "all or nothing" theory. I have a feeling that if SOI fails, AMD will go back to being a value CPU provider. If SOI is successful, they'll end up gaining more of Intel's market share, possibly the 30% that Jerry is constantly pining over. On one end of the scale, you're underestimating AMD's resilience in staying in business, and on the other, you're underestimating Intel's ability to hold on to their very business. Prior to this quarter, Intel was defenseless to AMD's advances. The Pentium 4 transition was very difficult for Intel to justify. It was simply too many changes for the market to absorb after AMD already had a firm infrastructure. But now Intel is solidifying their position, and AMD will find it more difficult to gain market share, even with superior products. Not that it's impossible, but the more market share they have, the more they'll have to defend. That's simply the way it goes. Someone made a good metaphor a few days ago. In the battle of David vs Goliath, David is not destined to lose, but as for betting on the winner, an observer would do better to put their money on the giant. wanna_bmw