Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: eracer who wrote (149161)	1/26/2005 3:36:48 PM
From: Petz	Respond to of 275872

Really, if 1M Smithfields is all you expect, AMD can easily make and sell >250K Toledo for >20% market share. AMD will have 100% market share of dual core x86 servers for over 5 months. THAT is a serious mindshare loss by Intel, and I expect the press on Smithfield to go something like: Two weeks after its competitor released dual core CPUs, the "brains" of PCs and corporate servers, Intel responded with a chip of its own. PCs from DELL and Sony were also announced and will be available in a few months. [i.e., it will be a paper launch] The dual-core chips contain two complete CPUs, so that if one is busy, the other can continue working. This is the second time this year that Intel seemed to be copying its smaller rival, as, earlier in the year, Intel began selling its first 64-bit CPUs, which process data in wider chunks, over a year after its arch-rival, AMD, did the same. An AMD spokesman said that the AMD chips can also be interconnected to expand performance even further and that servers using interconnected dual-core chips were already being sold by HP and Sun to its corporate customers. Intel responded by saying that it plans to respond with server chips of its own in 2006. Petz

To: eracer who wrote (149161)	1/26/2005 4:14:46 PM
From: dougSF30	Respond to of 275872

You are completely misguided to believe that having manufacturing capacity to generate 50% revenue also generates customer demand. It will increase OEM customer demand, because they can rely on AMD to supply more product lines, and with Chartered, they will also have a backup location which mitigates risk. You still have not explained how you imagine AMD can attain 50% of CPU profits without a large proportion of revenues. I'm not surprised, given that it can't happen.

To: eracer who wrote (149161)	1/26/2005 4:45:40 PM
From: Rink	Read Replies (1) \| Respond to of 275872

Eracer, Nice little note that one on dual core Toledo!: "A number of vendors, including Hewlett-Packard (HP), Acer, Fujitsu Siemens, Sony and Gateway, have decided to incorporate the Toledo in their desktops, the sources noted. AMD is now entering the competition with both single and dual-core desktop processors, and the company will continue in 2006 with a dual-core processor codenamed Windsor, to counter Intel’s Presler, the sources noted." The vendors are of noteworthy statue (wasn't that part of what you worried about Keith?), plus surprisingly Gateway and Sony are mentioned as well. Hope this little blurb will turn out to be spot on. Nice table by Digitimes too. Regards, Rink