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

To: rudedog who wrote (257593)	12/27/2008 2:01:56 PM
From: tecate78732	Read Replies (3) \| Respond to of 275872

2 - The 'asset smart' strategy relieved the 'near death' financial condition of AMD and, at least for me, made it more likely that AMD will be able to maintain closer process parity with Intel over time. what do you base this on? I think foundry's tend to fall behind Intel and expect the Abu Dhabi Foundry company to do the same. I don't think the Arabs are all that interested in AMD mpus. They want to become a foundry. If you REALLY know Intel people they will tell you that Intel had no intention of just pushing Itanium, that is a load doodoo put forth by competitors and sensational journalism, Intel had a roadmap for years for x86, there was no an end. But this has been argued ad barfum for years...

To: rudedog who wrote (257593)	12/27/2008 2:21:44 PM
From: Elmer Phud	Respond to of 275872

Decent execution for a change: 45nm parts were more or less on time and appear to be exceeding expectations. How quickly people forget. After so many false claims, broken promises, missteps and disappointments I think it would be wise to wait until AMD establishes a track record before declaring their 45nm process healthy. Maybe it is, maybe it isn't but no one should take AMD's word for anything at this point. Wait for data.

To: rudedog who wrote (257593)	12/27/2008 3:00:43 PM
From: mas_	Read Replies (1) \| Respond to of 275872

Does anyone know if the new team is going to be focused on finding and exploiting the areas of the market where AMD's strengths can build a solid business, and stop tilting at the Intel windmill? All of the discussions about processor performance really don't have much to do with investment value - except as an indication of execution capability. Is there any change in AMD marketing or sales strategy? Can they continue to identify areas where for whatever reason, Intel has left an opening, and show agility in exploiting those opportunities? That is Meyer's claim but who knows how effective he will be. Big netbooks is one area they may make a play for fudzilla.com I don't think you can give Meyer a free pass like you have as I believe all the 65nm models were his idea and not having a high cache Brisbane was a margin mistake you could see from years ahead given the upcoming at the time Core 2. So I'm not completely sure I trust his business judgement. With AMD you have to be on your toes all the time because every new Intel product cycle can bring a new world of hurt so 32nm Nehalem is the next one to look out for in terms of impact on AMD. There's no doubt that AMD's 45nm will be competitive both from a model and process POV so it should hit profitability next year providing the general market is not too bad.