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

To: Dan3 who wrote (200767)	6/6/2006 10:44:32 PM
From: dougSF30	Read Replies (3) \| Respond to of 275872

Didn't we cover this already? Multiple factors were necessary for AMD's share growth. A performance lead (or at least parity) was necessary but not sufficient. This should not be an advanced concept.

To: Dan3 who wrote (200767)	6/7/2006 7:41:01 AM
From: eracer	Respond to of 275872

Re: AMD has held the performance lead for most of the past 6 years. In the past 6 months, their revenue share has suddenly jumped from 9% to 16%. Two things changed recently; Intel's chips got too hot, and AMD filed a lawsuit. Good thing Intel didn't substitute Dothan and Yonah for the Prescott family over the past couple years. AMD's revenue share would have dropped from 9% to 5% then. You'd better hope heat was the issue, 'cause if it was the lawsuit, there's no hope at all, for Intel. If it had been "the performance crown" AMD's revenue share would have started leaping up years ago. I don't care about Intel's financial future. As for performance and heat, Thunderbird did quite well for AMD when it had the performance lead and power consumption was high. AMD would be losing money every single quarter and be on the edge of bankruptcy now if AMD power consumption was great yet was lagging behind in performance. In the past six years AMD was losing the most money when they were furthest behind in performance, and were the furthest ahead when they had the largest lead.