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

To: Joe NYC who wrote (138537)	11/2/2004 12:07:29 PM
From: Biomaven	Read Replies (1) \| Respond to of 275872

My (amateur) thoughts on AMD's advantage at the high-end desktop: 1. It doesn't matter nearly as much as it used to. The automatic upgrade cycle has been broken - the vast majority of users don't need faster computers - it's only the speed-freak gamers and the few unusual users with cpu-intensive requirements that really care. 2. 64-bit Windows will help some, but it's late and getting later. Someday it will arrive, though. At that point people will want 64-bit cpu's even though they may not actually need them. On the mobile market: 1. Thin and light with long battery life is still key for most users. AMD still not competitive here. On servers: 1. AMD's biggest comparative advantage over INTC. Strong margins, marketing muscle less important. 2. Itanium clearly a dead-end. But it will take a long, long time to die. That's good for AMD. On comparative valuation: AMD still cheap compared to INTC. I remain long AMD, short INTC. Flash still the wildcard for me though. Peter