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

To: Elmer Phud who wrote (259540)	4/7/2009 2:04:57 PM
From: combjelly	Read Replies (2) \| Respond to of 275872

"Customers, be they OEMs or consumers do not immediately flock to whoever introduces a product with a benchmark edge. " No they don't. But, Opteron was introduced in 2003. And it was a painful launch. But, by the 2004, all of those problems were behind them and their 90nm process was firing on all cylinders. Yet by the time the suit was filed in 2005, AMD had poor penetration in every market and virtually no penetration in notebooks. Dual core was even out at the time. That didn't change until the suit was filed in mid-2005. By the end of 2005, suddenly they were everywhere. Instead of gaining a few tenths of a percent per quarter, suddenly AMD was gaining 1 or 2 percentage points. And there was no change in product line except for some minor speed bumps.