Advanced Micro Devices Inc (AMD)

[The Duke of URL]

AMD has not built an irrevocable fortress of server customers.

Although, we, are really all still anxiously waiting for the demand picture to clear, but, IT guys, like the AMD boosters here, MOSTLY buy AMD because of a secret feeling that they know more than anyone else because they believe that they are contrarians and that AMD has superior technology. That is ego talking.

All this coupled with the lesser price of AMD creates the buy.

IF AMD looses the technical superiority image, that alone will cause a cessation in volume sales. If Intel's prices are about equal or less than AMD, then AMD will find itself with VIA and Transmeta as its major competition.

And since AMD severs and Intel servers can run side by side, a company which has been buying AMD servers will just stop and augment the remainder of their requirements with Intel boxes.

They don't need to tear out the AMD stuff.

HP knows this, they call it "Adaptive Computing".