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

To: eracer who wrote (196766)	5/15/2006 4:24:43 AM
From: BUGGI-WO	Read Replies (1) \| Respond to of 275872

[Edited] @Eracer - Business " ... 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. ... " Right, but do heard of the monopolistic practices yet? (of course you did) - So its my strong feeling and I'm sure nearly all will agree here, that the main point in not gain- ing share mostly in Business were the contracts between Intel and the OEMs. I don't know whether these actions are gone, probably NOT, but after AMD did go to court the whole industry is (IMHO!!!) more shy when it comes to these practices. Call me naive but I see MUCH MORE actions behind the scenes just because AMD filled. " 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. " WHAT? When performance is the KEY, why has Intel still the gigantic share in BUSINESS with this crappy line? Look just at 6xx where AMD commands a huge lead with outstanding prices. What happened - nearly nothing - we all know this and we all know why. Could be that this will change only VERY slowly, time will tell, but to negate AMDs progress in the notebook space with this new products is LAUGHABLE. And you know this. " 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. " When I read this, an uninformed user could think that this will not change ever! Boa, your crazy ... " 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. " Based on what - your own assumption? Edit: Distri Some AM2 MSI Boards appeared in the channel - available. Asus will follow the next days. X2 went dry a little bit, the same goes to Sempron where the price action will take place now. A64 supply awesome - prices at 3000+ to 3500+ most aggressive I have ever seen. BUGGI

To: eracer who wrote (196766)	5/15/2006 8:03:56 AM
From: niceguy767	Read Replies (1) \| Respond to of 275872

"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." Bogus. AMD's enterprise growth has just begun to accelerate and new products offered by AMD in this segmant are likely to "hit HUGELY" INTC's hitherto peachy margins in this space. INTC's gross profit margin is likely to fall below 50% in Q2 as a result of AMD's relentless assault over the past 3 years and now that AMD is serious about competing in the enterprise mobile and desktop space, may well have a rough road ahead in recapturing 60% plus in the years ahead, 60% that was a given in INTC's financial planning model before AMD's Opteron. As Hans has mentioned, AMD's 65nm offerings are likely 65% of the size INTC's, meaning that production costs are less (and God help INTC if AMD yields are higher than INTC's) the likelihood of INTC regaining 60% gross profit margins in the near term is highly unlikely. Methinks INTC is in for tough sledding for a very long while. Adjusting to competition and lower margins as a result of AMD competition in the enterprise sector just isn't going to be quite as easy for INTC as you seem to portray.