Friday, January 30, 2004 2:05:10 AM
I think the point i was trying to make was that market share growth that AMD enjoyed during that period had more to do with Intel not being able to supply volume,thus leaving the buyer with only an AMD choice, and less to do with the AMD performance superiority. AMD was ahead, equal or close to Intel on the high end for a lot longer than the late 99 and 2000 period but market share eroded none the less. For several years the XP line has had Celeron or lower prices while the equivalent P4 prices were double the XP prices. This occurred in spite of the fact that the XPs could meet or beat the P4 chips.
If AMD can maintain a significant performance lead they will no doubt make more money and the company can become profitable. I think Hector is following the plan to keep costs down and build up only when it makes financial sense. For this reason I believe AMD should do well but that their moving up will be a drawn out and slow process.
By the way I picked up a 3000+ 64 that was delivered yesterday. Once I assemble the machine I plan to use it in multiple configurations with the Win64 beta and see just how it performs.
Regards
If AMD can maintain a significant performance lead they will no doubt make more money and the company can become profitable. I think Hector is following the plan to keep costs down and build up only when it makes financial sense. For this reason I believe AMD should do well but that their moving up will be a drawn out and slow process.
By the way I picked up a 3000+ 64 that was delivered yesterday. Once I assemble the machine I plan to use it in multiple configurations with the Win64 beta and see just how it performs.
Regards
Recent AMD News
- Citi Forecasts Massive Expansion in Server CPU Market Through 2030 • UK Market News • 05/23/2026 02:02:13 PM
- Citigroup Sees Server CPU Market Reaching $132 Billion by 2030 as Intel Retains Leadership • IH Market News • 05/23/2026 02:01:14 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/22/2026 09:43:20 PM
- AMD begins ramp-up of next-generation EPYC chips using TSMC’s 2nm technology (AMD) • IH Market News • 05/21/2026 10:44:03 AM
- AMD Announces Production Ramp of Next-Generation AMD EPYC Processor “Venice” on TSMC 2nm Process Technology • GlobeNewswire Inc. • 05/21/2026 05:35:00 AM
- AMD Announces More Than $10 Billion in Taiwan Ecosystem Investments to Accelerate AI Infrastructure • GlobeNewswire Inc. • 05/21/2026 05:35:00 AM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 05/20/2026 08:53:40 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/19/2026 08:13:08 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/15/2026 09:05:45 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/15/2026 08:57:43 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/15/2026 08:55:26 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/15/2026 08:54:01 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/15/2026 08:52:39 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/15/2026 08:50:17 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/15/2026 08:49:14 PM
- Form S-8 - Securities to be offered to employees in employee benefit plans • Edgar (US Regulatory) • 05/15/2026 08:39:40 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 05/15/2026 08:12:53 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 05/15/2026 08:07:05 PM
- AMD and ARM Extend Server Market Gains While Intel Loses Share (AMD) • IH Market News • 05/14/2026 10:30:40 AM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 05/13/2026 08:42:35 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/13/2026 08:24:34 PM
- Form 13F-HR - Quarterly report filed by institutional managers, Holdings • Edgar (US Regulatory) • 05/12/2026 09:00:25 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/12/2026 08:03:56 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 05/08/2026 08:05:43 PM
- AMD to Host Annual Meeting of Stockholders • GlobeNewswire Inc. • 05/07/2026 08:15:00 PM
