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

To: Petz who wrote (103312)	10/20/2003 4:25:24 PM
From: Dan3	Respond to of 275872

Re: IBM said they'd have a workstation Q1 Apparently they learned their lesson! Regards, Dan

To: Petz who wrote (103312)	10/20/2003 4:37:09 PM
From: TechieGuy-alt	Read Replies (3) \| Respond to of 275872

Dan, the weird thing is that the market leader now, DELL, appears poised to make the same mistake. Not wierd, just good(!) management. They are maximizing returns- logically using sound business practices, based on the past experience and current conditions. Read the "Innovators Dilemma". Beautiful explanation of what is happening to INTC because of their huge investment in Itanium and may happen to DELL because of their addiction of squeezing INTC for being a sole INTC only shop. Also explains Charles' comment that INTC is still "behind" even though AMD's 64bit plans were no secret and AMD did not execute perfectly, schedule wise, on them. AMD will do to INTC what INTC did to SUNW, come up from below and take over before the other company has a realization that the value proposition has changed. INTC's Itanium was a design based on late 1980's and early 1990's philosophy. Now, the market does not value high power (wattage and performance) single chip solutions. The majority of the market is moving towards small, high (if not the highest) performance but low-medium wattage clustered solutions. But INTC's investment in it is preventing them from writing off 5 Billion $$'s and going the AMD way. Too many people have to admit that they were wrong. It happened with Rambus, and it's going to happen on a much larger scale with Itanium. TG