Advanced Micro Devices Inc (AMD)

[out to make money]

AMD is driving the pricing in the server market segment.

It seems to me that AMD is the company that pricing in line with it's production capacity. (Intel is following AMD price reductions)

Intel has a hard time reducing pricing in the server segement becuase every time they reduce their prices they lose profits.

These profits are need by Intel to cover their large overhead.

AMD have no profits to loose in this segement of the market, as long as the employ price elasticy of demand models to their pricing.

Given the current state of their technical lead and the better ASP's, the best strategy they can follow is to make this their main market.


Opeteron is the key to winning for AMD.