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

To: gzubeck who wrote (193429)	4/12/2006 11:21:36 PM
From: Sarmad Y. Hermiz	Read Replies (6) \| Respond to of 275872

>> I do not think of AMD's products as substitutes to intel but the other way around... Are we ignoring a whole lot of history ? Intel threw crumbs to AMD as a second source to satisfy IBM's demand back in IBM PC days. AMD didn't win anything on its own. Then when Intel cut AMD off from 386, AMD went whining to the courts to claim that the 8086 license extended to 80386. If AMD had a real product (instead of a second source substitute) they'd come up with a new design, like IBM/Apple power pc, or sun spark or DEC/HP alpha. Of course you'll notice those are all dead. And that's what will happen to AMD if they stray too far from making copies of Intel.

To: gzubeck who wrote (193429)	4/13/2006 5:51:24 AM
From: inex	Read Replies (1) \| Respond to of 275872

he doesn't even know how to market a superior product I can't agree with this statement... AMD's margins will most likely be better than Intel's this Q. Everyone generally accepts that Intel is a marketing powerhouse. Pulling margins as good if not better than Intel's is quite an accomplishment IMO. Also, I don't necessarily agree that at this point in time maximizing margin is the best strategy. I think Intel is vulnerable and I would much rather see AMD sacrifice a little margin in order to inflict pain on Intel. When a monopolist is down, you'd better not let it back up... Scott