Advanced Micro Devices Inc (AMD)

[bobs10]

Emma seems to be the perfect distinguisher between INTC and AMD. While INTC management is notable for its' lack of imagination and clogged arteries, AMD is again leading the convergence of computer and communication devices into the 21st century.

There seems to be a lot of hand wringing going about whether there's a market for EMMA. Personally I see this as a marketing issue to be handled by the telcos, ISP’s etc. Considering that these devices will be marketed outside of the normal computer distribution channels I fully expect to see some very innovative plans offered with extended contracts. Probably something parallel to what is done in the cell phone markets.

An interesting side of this issue is the effect this will have on companies like DELL, HP, etc. Clearly AMD has taken a step around these guys, something they won’t be too happy about. Clearly this is another step in the commoditization of communication/computing for the masses.

All in all, quite an innovative and timely idea perfectly situated to AMD's needs/capabilities. I'm very impressed. Undoubtedly this will open the door to copycats of all ilks, but without a doubt this will help with follow on sales of AMD products.