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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Tenchusatsu who wrote (149140)	8/6/2002 4:16:05 PM
From: greg s	Read Replies (1) \| Respond to of 1575579

re: AMD is finished if Hammer is relegated to the desktop space. They need servers and workstations, period. I agree 100%. AMD seems to be very coy about positioning of the various Hammer variants. Their positioning seems to be that "Hammer" will rewrite the rules. That is not positioning. If AMD does not position the product(s), the market will (in fact, the market will, anyway). So that is what I am trying to understand. There is little data available to understand where Hammer will really fit. This is what I eventually hope to understand. greg.

To: Tenchusatsu who wrote (149140)	8/6/2002 4:20:39 PM
From: tejek	Respond to of 1575579

They need servers and workstations, period. Tenchusatsu, isn't that what Opteron is for.....the servers? ted

To: Tenchusatsu who wrote (149140)	8/7/2002 1:37:07 PM
From: TimF	Read Replies (1) \| Respond to of 1575579

Greg, AMD is finished if Hammer is relegated to the desktop space. They need servers and workstations, period. I don't think AMD is finished if Hammer can't get out of the desktop space. They have been around for decades with little presence in the server and workstation space and they have a pretty good chunk of cash. AMD might be finished as a potentially good investment for awhile under those circumstances, but I doubt they would be finished as a company. Its like you where saying something like "Intel will be finished if there investments in communications chips don't pan out." If new businesses don't pan out then the company might not grow or it may shrink, but I don't see how the failure to expand in to new areas means either company will fail. Tim