Advanced Micro Devices Inc (AMD)

[dougSF30]

Not share, but ASPs. In the old days, if AMD was, say, 10% behind Intel in performance, what did Intel do?

Lower prices on the low-to-mid end of the desktop & mobile space, put high prices on the top performing parts, and high prices on server parts. AMD goes into the red.

With AMD in the server space, and with performance parity or a performance lead, Intel cannot employ the same strategy.

I guess my thesis is the following:

Relative CPU performance matters a great deal to AMD's bottom line. The difference between a 10% lead and a 10% deficit is everything. Any thoughts on when Intel 64b parts will first launch?

Doug

p.s. Of course, this matters even more once Intel is shipping AMD64 parts. Until then, AMD has the additional advantage of 64b vs. 32b in everything but the Itanium market.