Advanced Micro Devices Inc (AMD)

[bobs10]

BUGGI1000

I always thought that Opteron would do well in the server market, but wasn't so sure about AMD64 in the retail side, at least until MSFT gets an OS out there. It does look like AMD64 is getting more and more acceptance though. It seems almost daily that we're hearing about AMD design wins.

I think AMD is handling the ramp about as well as can be expected. The added bonus of having design/manufacturing superiority gives AMD some latitude in how they want to market AMD64 chips. It would be nice if AMD could sell tons of the chips, but realistically INTC is still the name most of the market associates with high quality PCs. It's going to take time. As I said the 2700+ entry, in particular, seems to be an attempt to expand the AMD64 market. At least it's a differentiated product from anything INTC has. Breaking new ground for an upstart is always tough.

Your right about AMD being a world product. With better than 80% of its sales outside the U.S., and increasing, you have to wonder about how knowledgeable some of the analysts are. I particularly like the 21 analysts on Yahoo that have a hold, sell, or strong sell on AMD. It really makes one wonder what universe these guys are living in?

http://finance.yahoo.com/q/ao?s=AMD

One of the reasons I own AMD is because in a less U.S. centric world(slower U.S. growth), AMD sells products the growth parts of the world want and need. Further, lots of the residents of those parts of the world, haven't seen a computer, less bought one yet. Laptop computers and wireless phones are going to be big status symbols in the developing world.