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

To: gvatty who wrote (252234)	5/21/2008 6:11:28 PM
From: NITT	Read Replies (1) \| Respond to of 275872

re: " many of those corps only adopted Opteron in a small portion of their business lines. Remember that line, "nobody ever got fired choosing IBM". Well at the time AMD was trying to get traction in servers with Opteron, most buyers and suppliers understood that nobody gets fired choosing a system with an INTEL CPU… or with a SPARC CPU for that matter. Intel had dedicated tons or resources to that segment and its ecosystem for years, while AMD had just come up with a very good CPU design. It was going to take time for AMD, and they did have phenomenal growth once the ramp got going, but their products ran out of gas and Intel was not sitting still. Yes, if the lawsuit gets to deposition or trial, I’m sure Paul will be asked about that comment or others made… and I’m sure he will have a good answer. There is no smoking gun in what he said, just another opportunity to explain that AMD failed to put all the pieces together to create a sustainable, profitable business. CPUs are not interchangeable commodities. There are lots of things that need to be supplied from multiple companies to make solutions for the end user. AMD has not created any value for investors in the last 35 years…. just look at AMD’s financials and stock price since they went public… if you were not a trader, you were much better off in T-Bills.