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

To: eracer who wrote (212008)	9/30/2006 11:27:32 AM
From: plantlife	Read Replies (1) \| Respond to of 275872

Yeah, we should fire the guys who had the lead for 3 years. That's a good idea. These guys took a Company with huge debt, and an unpaid for 200mm FAB, and put Intel, a 200 Billion Dollar Company with no debt into a restructuring mode. Why should AMD fire these guys? Why??? Because Intel finally has a good chip, (after 3 years of crap), on a bad architecture. How did I know you would turn up, click, like a light switch whenever Intel is not cast in a favorable light you are there with a candle. Will you be around when K8L kicks the last leg out of Intel's foundation? Probably you will. The OEMs are now opening doors to AMD, the latest is Founder in China. They follow Dell, Lenovo, IBM, and HP in expanding their AMD platforms. AMD has never been in better shape in their battle over market share. Twenty-five percent of the server market goes to Opteron, up from less than 1 percent. "Fire these guys," that comment should be leveled at the guys who let these guys steal their lunch. AMD is not restructuring, they are growing.

To: eracer who wrote (212008)	9/30/2006 12:33:41 PM
From: Elmer Phud	Read Replies (1) \| Respond to of 275872

eracer - At least it gives AMD room to breathe in servers. Not in my view. That's like saying the guy at the bottom of the swimming pool has room to breath. AMD is now behind, sometimes way behind, on just about every meaningful benchmark, and that's before the introduction on Quad core Xeon. AMD can only compete on price. Yes they have design wins but who will get the new design wins? Rackable was a good clue. Whatever happened to Horus anyway? That was supposed to be Opteron's ticket to the 8-way and above. It was due last year and has more or less disappeared.