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

To: fastpathguru who wrote (259496)	4/6/2009 6:36:30 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 275872

FPG, you're still arguing the same "finite pie" nonsense, as if the customers Intel and AMD sells to can be collectively represented as a single entity. The fact is that the server market is represented by a bunch of OEMs all competing against each other. AMD was not locked out of the entire market, unless you think Opteron should have been adopted by Dell from the moment it was released. Instead, AMD gained market share the way they should have, by demonstrating the viability of Opteron with a few key OEMs, including HP. That in turn make the other OEMs reconsider whether their exclusionary contracts with Intel were worth it. Including Dell. Nothing nefarious about it. This whole "legal cover" theory is bogus, plain and simple. It takes credit away from where credit is due. You might as well argue that AMD is like Rambus, filing lawsuits when they can't compete on product alone. Tenchusatsu