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

To: NITT who wrote (252231)	5/21/2008 2:38:52 PM
From: gvatty	Read Replies (1) \| Respond to of 275872

I just thought Otellini's comments if true could have an interesting impact on the lawsuit and the EU complaint.

To: NITT who wrote (252231)	5/21/2008 9:10:14 PM
From: Petz	Read Replies (3) \| Respond to of 275872

Not clear if the entire post was a quote or not, I assumed this was your opinion not Yager's. re: The problem was it was coming from the high-end and therefore could not get the volume at prices that could sustain company profits. AMD claims several OEMs were pressured into not attending the Opteron launch or to not produce Opteron products. These include IBM, NEC, Supermicro, MSI, Atipa, Solectron and Fujitsu-Siemens. Ask yourself, "What's the chance that all these tales are fibs? As for the server market being too small to support AMD, that was never their strategy anyway, but AMD also led the server market in dual-core, so the period of AMD outperformance was > 2 years. AMD cannot afford to try and compete from top to bottom. When AMD does try to pick a niche they get squeezed from both sides. So you're admitting that Intel uses profits from the high-end niches to subsidize the "niche that AMD picked." Petz