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


To: fastpathguru who wrote (259334)4/1/2009 5:09:17 PM
From: Elmer PhudRead Replies (1) | Respond to of 275872
 
A) Following the lawsuit, AMD gained major traction in the server space.

That does not demonstrate cause and effect, only sequence in time. This has already been explained to you. OEMs do not immediately drop everything and switch over to a new architecture from a previously unreliable non player. A great set of PP slides doesn't turn the market on a dime. To expect it to shows a general lack of familiarity with the topic.

B) AMD's lawsuit alleges that Intel's conduct had been excluding them from the server space.

AMD alleges a lot of things. Unfortunately for them nobody corroborates their claims and their market share tracks their competitiveness with the understandable lag time for evaluation and validation. This is exactly how the market is supposed to work and exactly the way it is working. That's why AMD's share is disappearing due to uncompetitive products.