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

To: eCo who wrote (62373)11/6/2001 1:24:58 PM
From: TenchusatsuRead Replies (1) | Respond to of 275872
 
Eco, regarding Dean Kent's comments:

However, it looks like AMD made the right choice at that time, since they have truly gotten a significant piece of the desktop x86 pie.

What a crock, as if AMD had a choice. Sure, they got a huge piece of the desktop pie, but at what cost? AMD would have loved to enter the markets Mustang was targeted at because of the much bigger profit margins. But the high-end chipset and platform support did not materialize as they had once hoped.

Dean Kent then comes to the right conclusion later on, that AMD could gain (he says "will gain") some market share in workstations and low-end servers. But his spin on the Mustang cancellation sounds too much like the tired old "AMD could have, but didn't" excuse.

Tenchusatsu



To: eCo who wrote (62373)11/6/2001 2:08:25 PM
From: Paul EngelRespond to of 275872
 
Re: "At the high end (more the market I am very familiar with), I think anyone suggesting AMD would be laughed out of the decision making room simply because of the mentality of players in that market"

AMDroids - take note !


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