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

To: I_Banker who wrote (189038)	3/8/2006 11:14:59 AM
From: titon1	Respond to of 275872

That's what I was thinking this morning, driving to work, Intc decided to tank the whole market. Why would you show your cards 6-9 months in advance unless you're hurting big time right now? They hope they'll make everybody postpone their purchases until they're ready with the new product. It will hurt them but also AMD. Where does this leave Itanic though?! Now we understand Dell's confidence in Intc future roadmap and just reinforced my opinion they won't switch to AMD and, as I wrote before, will let the other players such as HP, SUNW and lately Acer use this card to their benefit. We would be naive to think AMD did not expect this, I know how much Intc's employees hate AMD if only for financial reasons (without mentioning their hurt ego)! From an undisputed and unchecked monopoly you have all of a sudden this little AMD rising to 25% of the market, attacking on all fronts. So, in the next 6-9 months AMD has to raise its products' performance by, let's say, 40%. Now they have two major improvements coming up soon. The next step of their current platform: DDR2, improved controller, SiGe, L3, smaller geometry. I would say they can pull a 15-25% improvement here IMHO (disclaimer - I'm an automotive engineer) The new platform should again IMHO bring another 15-20% improvement over what it will be replacing at the time of introduction. The big unknown remains of course the lawsuit but the results are tangible today. I guess AMD will be ready for it. They've made quite a few friends and allies lately proving that they are a worthy alternative to a ruthless monopoly.