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

To: combjelly who wrote (259534)	4/7/2009 11:06:15 AM
From: Mahmoud Mohammed	Read Replies (1) \| Respond to of 275872

Mr combjelly, Re: " ... During the time period in question, AMD was more than competitive ..." But many of AMD's customers (HP, ...) had previously experienced poor execution on delivery of existing products and slips in the schedule of future products. Customers (HP, ...) are free to choose their own supplier ... They frequently use multiple sources as a way to get better prices. It's too bad that AMD has a higher cost structure and cannot compete based on price. The end-consumer (you and me) should not be forced to pay higher prices to keep AMD in business. Mahmoud

To: combjelly who wrote (259534)	4/7/2009 11:32:18 AM
From: Elmer Phud	Read Replies (1) \| Respond to of 275872

A point that the Intel supporters conveniently keep ignoring. During the time period in question, AMD was more than competitive, they had superior products across the line. CJ - It is not true that anyone is ignoring this, in fact it has been addressed multiple times. Customers, be they OEMs or consumers do not immediately flock to whoever introduces a product with a benchmark edge. There are many other factors that effect their decisions and AMD was not an established player in the Server space, they did not have a track record of being able to deliver in volume on time and their architecture was unproven. It is very easy to understand why customers were slow to embrace Opteron. When they finally did, AMD enjoyed huge gains in MSS. The market would have reacted to any new entry in the same way and it doesn't take a concocted conspiracy theory to explain it away. Once AMD showed they could deliver a quality product the competition worked exactly the way it's supposed to work and AMD prospered. That's the inconvenient truth people here don't want to face. When AMD has a good product they can deliver, they prosper. When they don't, they don't.