Advanced Micro Devices Inc (AMD): The prospect of AMD having 30% MS anyti...

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Tim Fowler

Re: smooth2o post# 45661

Tuesday, 10/12/2004 9:45:27 PM

Tuesday, October 12, 2004 9:45:27 PM

The prospect of AMD having 30% MS anytime soon is unreasonable, including next year.

I guess it depends on how yo udefine anytime soon. If you mean this year or next I certainly agree.

The potential of AMD high volume production is worrisome.

I would think it would be worrisome for Intel but I don't see why it would be a owrry for AMD. AMD would not be a "fumbleing company" if it can continue to expand its share.

Two fumbling companies will not produce the enormous R&D required to enable new technologies and standards that have kept this market in gear for ages. Without that you have two disparate architectures going in different directions.

I don't see how lower R&D budgets would make AMD's and Intels technologies and architectures closer together. If anything if they companies have more money to spend on R&D they would be more likely to move apart.

Tim