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

To: j3pflynn who wrote (214898)	10/25/2006 1:31:57 PM
From: dougSF30	Read Replies (1) \| Respond to of 275872

eracer - You seem to be lacking vision here Wouldn't you say eracer has had pretty good vision regarding AMD this year compared to the vast majority?

To: j3pflynn who wrote (214898)	10/25/2006 2:23:39 PM
From: eracer	Read Replies (1) \| Respond to of 275872

Re: You seem to be lacking vision here regarding where this can and probably will go. We know where it is supposed to go. How long does everyone wait until AMD gets there? 2010? 2012? AMD may not be the only one "there" in that timeframe. Also, why would AMD ban anyone from making chipsets? They can help weed out the garbage stuff by "recommended" lists. Since chipsets aren't their primary goal, the more the merrier. And ATi has a more established reputation in mobile anyhow. If AMD is planning on giving away integrated GPUs for a while and doesn't care about the chipset business, then $5.4 billion spent on ATI sounds a bit pricey doesn't it? One reason ATI established a solid mobile reputation was due to their graphics performance compared to other low-end players like SIS and VIA. Perhaps AMD could go the Intel route and charge a licensing fee to third parties. You have no idea what they'll charge for Fusion chips, I'm certain they'll do it profitably. They're not "giving away" any CPUs now, anyhow. ASPs may be lower than desired right now, but that's not permanent. I did refer to desktop CPUs being given away, not all of their CPUs. How high are AMD's ASPs going to be on desktop systems that sell for $100-$200? I'm sure some of that was marketing fluff. Much of that savings won't come from AMD, but it sure does make them sound altruistic. After all, it is difficult for AMD to cut the cost of a $40 Sempron CPU and $25 ATI chipset by $200-$300. AMD stated their first goal is to dive right down into budget territory in late 2008/2009. Only later they plan to offer chips with higher performance. Sounds like AMD will be making a market share grab early even though it means no return, or even a slightly negative return, for long term investors.