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

To: Dan3 who wrote (237045)	7/25/2007 12:11:54 PM
From: wbmw	Read Replies (1) \| Respond to of 275872

Re: Good point! - having AMD64 let AMD pick up server lines from Dell, HP, and IBM, notebook lines from Dell, Toshiba, etc., corporate desktop lines from Dell, HP, IBM, HPC lines from Cray, IBM, Dell, HP, etc. I don't think so, Dan. AMD64 ceased to be an advantage the moment Intel launched their first Intel64 based part, Nocona. Yes, we've all know the story about AMD pushing a 64-bit x86 standard first, and Microsoft forcing Intel to adopt AMD's specification, so that they wouldn't have to diverge their software lines. But it wasn't AMD64 that enabled server and corporate design wins. Those came later, after AMD ramped K8 architecture and grew an ecosystem, while Intel had the same inefficient and slow Prescott core. Today, Intel has a very power efficient Core 2 product line, and AMD has no "AMD64" feature or advantage to garner customer design wins. This is why Intel's YoY market share in terms of dollars and units is so much higher. This shouldn't be insightful to anyone who has kept up with AMD's competitive position over the last year. But it is amusing how you continue to bring up the past, as if it's somehow more relevant than the product positioning on the market today.