Advanced Micro Devices Inc (AMD)

[bobs10]

Nothing, other than the suit has really changed in that period

Speaking of remote dimensions...

Me...

Like what? As I said there has been a more or less steady patter of wins of one sort or another over the last 6 months, but frankly the way I see it nothing has really changed. Perhaps you are thinking of the "E" stepping? Well, as far as I'm concerned, while that was very important, it was just a continuation of the SOI/DSL direction AMD was heading in all along. The commingling of resources with IBM was sheer serendipity but again that decision was made more than 6 months ago.

The way I see it AMD chose the right path a long time ago with the basic Athlon design and all they have been doing since is following that evolutionary path. The initial advantage of going AMD64 gave AMD a big tech lead thanks in no little way to INTC's management putting all its’ eggs in the proprietary Itanium product with the plan of eventually easing INTC out of the X86 market. In time this will undoubtedly be recognized as one of the most colossal blunders ever committed by any technology management.

So again I'll ask what has changed in the last week, month or six months that warrants the sudden price rise we've seen? All the good news we're seeing now was available to anyone willing to look and do a little projecting a year ago. Something else is going on and all the rumors racing around now are attempts to allay the unease most of us feel when AMD skyrockets like it is now doing.