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

To: Tenchusatsu who wrote (59904)	10/24/2001 1:46:47 PM
From: andreas_wonisch	Respond to of 275872

Tench, Re: I'll probably get flamed for this, but AMD's goal of 30% market share is misguided. I believe that's the fundamental flaw in AMD's business model. You might be right. Just look at Apple (your example): They have a negligible market share in PC sales but they make money. If AMD would optimize its CPU sales for revenue not for unit sales market share would probably be substantially lower -- but they might actually make money. Andreas

To: Tenchusatsu who wrote (59904)	10/24/2001 2:33:12 PM
From: jcholewa	Read Replies (2) \| Respond to of 275872

> I believe that's the fundamental flaw in AMD's > business model I think that their fundamental flaw is that they don't advertise and market their products. No matter what your sales goals, if you don't market, you don't sell product. If AMD started advertising for the Athlon (reasonably good advertisements, not crapjobs with trains and human blue men!) from the day that the processor was introduced, then their investment would have been well paid for by now, as they would not have had to depress prices to this insane amount to keep their market share. Of course, that's just my opinion. :)

To: Tenchusatsu who wrote (59904)	10/24/2001 2:41:34 PM
From: AK2004	Read Replies (1) \| Respond to of 275872

Ten re: 30% market share is misguided over the past few years amd's market share went from below 10 to 22 while intel's dropped from almost 90% to 77%. Why would you think that after gain of 100%+ a gain of less than 50% is "misguided"? re: I believe that's the fundamental flaw in AMD's business model. what is wrong with amd's business model? Come to think of it what is amd's business model? re: I'll probably get flamed for this do you consider the difference in opinions as a flame? Regards -Albert