Advanced Micro Devices Inc (AMD)

[kpf]

wbmw

I think AMD would have to ramp faster in order for Barcelona and derivatives to give them a competitive advantage, at least as far as the customers buying these servers.

I think they would if they could. But working overhours during pregnancy does not deliver the baby sooner. :)

In the bigger frame, after listening to AMDs song for the last quarter i believe the question i was unsure about who is acting and who is reacting, in what segments and how can be answered now: AMD apparently goes for unitshares, sacrificing gm, asp and maybe even earnings. Folks clearly took initiative in this respect, in particular in mobile and desktop low end. It makes sense to me - because it is what they can do and need to reach critical mass to stay in the game without being dependant on subsidies and helping hands, eventually. They will concede servershares (units and rev) to Intel big time this year. But frankly i see no means to avoid this anyway, so they gotto live with it and let it happen. I see them passing a quarter of unitshare this quarter, which will make a lot of headlines as soon the numbers are out. The market forgives red ink as long as companies grow.

Bottom line, i like the way folks are playing the game. But I think Mike Masdea has it right: Better to watch the race from the cheap seats for now. (btw i appreciate mike has been trained to lower his pace of talking, it apparently is now balanced with his pace of thinking and produces nice aphorisms like the above :) )

K.