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


To: bobs10 who wrote (220451)12/14/2006 2:12:25 PM
From: justaviewRead Replies (4) | Respond to of 275872
 
Remember when AMD couldn't design processors? How about when INTC had 90% of the market? How about when AMD had virtually zero server market share? How about when AMD couldn't get anyone to produce chipsets for its processors?


The performance disparity is back where it was in P3/K6 days. The most overlooked factor in AMD's success was Intel's caving in to Microsoft and cloning AMD64. This created a powerful momentum for AMD. Had Intel stared Microsoft down with an incompatible implementation of x86-64, AMD would have been out of business by now. But that was a one shot deal -- like winning the lottery. It’s a new game now. The AMD management are either dreaming or in denial.