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

To: Elmer Phud who wrote (151545)	2/23/2005 2:52:36 PM
From: TechieGuy-alt	Read Replies (1) \| Respond to of 275872

BTW, do you really think IBM would spend the money developing this capability if there was no value in it? Development was started 3 years ago when there was no serious alternative to the Xeon. By any serious consideration, Opteron has been a realistic option for the Tier 1's since early last year- when HP went for it in the commercial lines. That was 2 year into the chipset development and probably in the validation stage. Even at that time, no one knew how quickly AMD would force the x86 market to dual core- like it is happening- not to mention the health of AMD 90nm. AMD is still a pup, 1-2 year old player. I suspect that considerations will be a lot different going forward. TG P.S. The above answer assumes logical thinking on the part of the parties involved. I've seen enough of how large (and very large) companies think and work. Sometimes logic does not play a very important part in decisions. Job security, my-budget-must-remain-larger-than-yours and other macho/non-sense considerations play a significant role. Which actually explains why a successfull company with the founder still at the helm often does so well as compared to one run by professional managers who are only worried about their next bonus.