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

To: golfbum who wrote (241478)	9/29/2007 3:03:02 PM
From: Sarmad Y. Hermiz	Read Replies (3) \| Respond to of 275872

>> I find it interesting that this thread has moved to "Hector mode" i.e. bashing Intel rather than reveling in the latest AMD product or roadmap. Interesting, but no surprise at all. At newegg, which I think is representative of the white box portion of AMD customers, there are 93 AMD server sku's. 2 of them are barcelona. The rest are all years old designs. The new parts (barc's) are selling at the rate of less than 10 units per day. What is there to talk about ?

To: golfbum who wrote (241478)	9/29/2007 3:54:48 PM
From: j3pflynn	Read Replies (1) \| Respond to of 275872

gb - It remains to be seen how Barc will pan out once they fix its issues. When there's more to talk about, I'm sure it will be covered. If new steppings don't pan out, well, there will be other subjects coming up then, won't there?

To: golfbum who wrote (241478)	9/29/2007 3:59:36 PM
From: niceguy767	Read Replies (1) \| Respond to of 275872

"Perhaps AMD's prospects aren't looking that great at the moment?" No kidding! INTC's margins improving significantly and that's before getting into the 60% smaller 45nm products in November. I mean, heck INTC's looking at a $2B quarter while AMD's looking at $350M losses in Q3...and it doesn't get any better for AMD!

To: golfbum who wrote (241478)	9/29/2007 5:50:03 PM
From: wbmw	Read Replies (1) \| Respond to of 275872

Re: I find it interesting that this thread has moved to "Hector mode" i.e. bashing Intel rather than reveling in the latest AMD product or roadmap. I think the people on this thread are generally passionate about Intel being a harmful monopoly, but no one so far has really given a good example of how Intel's behaviors have harmed the consumer. The first argument is that Intel doesn't need to harm the consumer. They just need to harm AMD to be considered guilty. That's not quite true, actually. Intel can harm AMD through AMD's own flawed business plan and Intel's own flawless execution. The prosecution will have to prove that Intel's behaviors are truly preventing a good and nimble competitor from even getting a foothold in the market, and that by doing so, they are harming the consumer. People here just don't seem to get that. Their other argument is that Microsoft has been fined by the EU, and by association, another big company like Intel should also get fined. This argument is simply flawed by the fact that there are different circumstances between Microsoft's behaviors and Intel's, and there is not necessarily any correlation between the two events. Other than these two, I have yet to see any reasonable arguments from the opposition. Just a strong hate for Intel and a forum that acts as a soapbox for those who want to vent.