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

To: smooth2o who wrote (194006)	4/16/2006 6:27:22 PM
From: mas_	Respond to of 275872

It may ultimately have no choice ;-).

To: smooth2o who wrote (194006)	4/16/2006 7:57:35 PM
From: crazyoldman	Read Replies (1) \| Respond to of 275872

Smooth Re: If Conroe does not work to reestablish the monopoly... You are the first Pro-Intel supporter posting on this board that I've seen confirming that indeed, Intel has had a monopoly. I agree with You, Intel has been an impenetrable monopoly for decades. That is what the pending AMD lawsuit is about. In the past I have seen AMD supporters on this board criticize AMD management for not advertising more. I suspect all the advertising that AMD could do was in vain and AMD knew it. Intel fine-tuned its "Incentives Program" to leave AMD the 10% or less, at the bottom end that Intel "allowed" AMD to have. AMD advertising was not going to change that. I think AMD did the prudent thing by not throwing good money after bad then, trying in vain to advertise. Management knew what the problem was. I also think AMD did the prudent thing attacking source of the problem with their lawsuit at a time AMD could demonstrate superior products and performance, yet received only moderated acceptance. Dell's perfect compliance with Intel-Only may prove to be the downfall of Intel as we all once knew it. Then again, the commodity nature of the CPU business was going to do that anyway...now that Intel's Dirty Tricks and Fine-Tuning Department is nailed against the wall. Intel grew fat and greedy on ASP's that will never come again, it is a different world now. Remember, AMD survived and engineered AMD64 and the K8 on the bottom end, Intel breed a lean and mean competitor and I don't think Intel can maintain former position in the future. The whole Conroe thing is very mysterious. It is ALL under TOTAL Intel control. I've never seen anything like that in all my life. Have you? Conroe & family is the "Hail-Mary Pass" as I see it. If it isn't what we have been lead to believe (Intel wouldn't doctor things would they?), Intel becomes another General Motors. You remember Sears and Wal-Mart don't You? Even WS won't be able to save Intel. The coming lawsuit is going to be interesting to say the least, even the little guys know Intel is a Monopoly...how can the Big guys come to any other conclusion? I'm not saying they won't, only pondering on how they could. This IMHO. Kindest Regards, CrazyMan

To: smooth2o who wrote (194006)	4/17/2006 9:32:09 AM
From: fastpathguru	Read Replies (2) \| Respond to of 275872

If Conroe does not work to reestablish the monopoly and the architecture redesign due in 2008 doesn't do it either, I expect Intel to resort to a complete reorg. And, that would not be good for AMD. I don't expect Intel to sit back and watch a duopoly happen, do you? LOL! So what you're saying is that if Intel can't get its act together by 2009, that the giant is really, Really, REALLY (REALLY) (NO, __REALLY__!) going to wake up? fpg

To: smooth2o who wrote (194006)	4/17/2006 11:42:07 AM
From: AK2004	Respond to of 275872

re: You ain't seen nothing yet, IMO. If Conroe does not work to reestablish the monopoly and the architecture redesign due in 2008 doesn't do it either, I expect Intel to resort to a complete reorg. And, that would not be good for AMD. I don't expect Intel to sit back and watch a duopoly happen, do you? it is unlikely that intel would perform that poorly but if that would happened then amd indeed stand to loose 10% to 20% ($30 to $60 per share) of it's value at that point -AK

To: smooth2o who wrote (194006)	4/17/2006 11:17:38 PM
From: hmaly	Respond to of 275872

Smooth Re..If Conroe does not work to reestablish the monopoly and the architecture redesign due in 2008 doesn't do it either, What I fully expect, is that Conroe will be good enough to staunch the bleeding for awhile, even reverse some share loss. However, without a full reorganization, I think it will be unlikely Intel can keep the wolves at bay. Heck, even with a full reorganization, it will be tough. Intel needs to recognize it isn't a monopoly anymore, and start operating as such. And, that would not be good for AMD Maybe, maybe not. At any rate, 2 to 3 yrs from now, AMD; if Conroe doesn't perform well, could be up to around 30% market share, and Intel would have to perform one hell of an reorganization to work that down to 2002 levels. Its possible, but not likely. I don't expect Intel to sit back and watch a duopoly happen, do you? What makes you think IBM, AT&T, GM, etc just sat back and took it. They were powerless to stop it, and my guess is Intel will be too.