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

To: BUGGI-WO who wrote (196765)	5/15/2006 4:05:53 AM
From: eracer	Read Replies (3) \| Respond to of 275872

Re: Intel has near 100% Business share in the notebook area and AMDs main strength lies only in consumer low-end - MOSTLY. With the new platform, new design and a complete DC structure, AMD will be able to compete on mostly all fronts. I have said this before, but it seems that many are more keen on 5% performance. So when you ask me, AMD has now the ability to gain massive share just because they have products - very good ones - which they haven't before. But who cares ... Performance would be less of an issue if AMD could successfully penetrate the business market. But why expect AMD to do it now and do it quickly after years of trying and failing? In my opinion AMD platforms were good enough for business desktops back in the nForce2/Barton era or maybe even as far back as nForce/Palomino. Yet AMD has made very little progress in the business desktop market. I don't see how moving to DDR2 and playing catch-up on the mobile dual-core front helps AMD all that much in business laptops. No matter how fast, inexpensive, or feature laden AMD's offerings have been over the years AMD has been shut out of the business desktop and noteboook markets. That leaves AMD primarily depending on the consumer market where price and benchmarks are important. Intel is, and will be, attacking on performance/price ratio far more aggressively than they have in the past. That puts AMD at risk of losing consumer market share faster than they can gain business market share.

To: BUGGI-WO who wrote (196765)	5/15/2006 7:48:19 AM
From: niceguy767	Respond to of 275872

"With the new platform, new design and a complete DC structure, AMD will be able to compete on mostly all fronts. I have said this before, but it seems that many are more keen on 5% perfor- mance. So when you ask me, AMD has now the ability to gain massive share just because they have products - very good ones - which they haven't before. But who cares ..." Couldn't agree more! HUGE AMD upside in the business mobile sector if AMD can come up with a price/performance competitor in this space. (In fact, that's how I interpret the much bandied here (mostly with a negative spin) "deep and wide" recent references by AMD management.) I'm wondering just how well Turion 64 X2 will fill the price/performance criterion necessary for consideration in the business mobile space. I'm also wondering if Turion 64 X2's will meet Dell's criterion, which, if so, would virtually assure HUGE incremental mobile revenues for AMD.

To: BUGGI-WO who wrote (196765)	5/15/2006 11:52:42 AM
From: gzubeck	Respond to of 275872

I do...thank you...;>)

To: BUGGI-WO who wrote (196765)	5/15/2006 12:03:20 PM
From: rzborusa	Respond to of 275872

"...Intel has near 100% Business share in the notebook area and AMDs main strength lies only in consumer low-end - MOSTLY. With the new platform, new design and a complete DC structure, AMD will be able to compete on mostly all fronts. I have said this before, but it seems that many are more keen on 5% perfor- mance. So when you ask me, AMD has now the ability to gain massive share just because they have products - very good ones - which they haven't before. But who cares ..." Dell offered to take on K6, after the K7 was a proven winner. Partnerships are forming around AMD nicely, particularly with HTT. Hector needs to politely tell Dell, cest la vi(iv)... What will advance AMD is capacity and stronger mobil presence. Increased capacity should reassure corporate. Gains there alone could propel AMD better than a fake Dell win. In Edit: Sorry to go OT on Dell.