Advanced Micro Devices Inc (AMD)

[bobs10]

Re: The way I see it in 06 is that AMD continues the HP model with more and more INTC only clients slowly adding AMD product lines. Even Dell eventually is going to be forced to face the music.

And what makes 2006 different from 2000, 2001, 2002, 2003, 2004, and 2005, and all the other years when you or another 'Droid was predicting this? Is AMD going to continue to lead with a huge gap in performance? I think not. A much lower power part? Not after Woodcrest launches. A much lower price system? Well, that I can believe, but it's never helped AMD in the past....

ME...

I thought you read these boards? Clearly you must have been in some other dimension to have missed the nearly constant stream of design and relationship wins AMD has been garnering over the last couple of years.

It's only logical to expect the OEMs to go where the money is. Right now Itanium is a flop, and Xeon is getting its' butt kicked in every comparison, not to mention gaming and workstations where INTC doesn't even make a creditable appearance. INTC's chips are hot, draw too much power, compare miserably to AMD offerings and worse of all those facts are getting out to the OEMs and ultimate consumers.

What were going to see is more of the same with the OEMs continuing to flesh out their AMD product lines as AMD retains/expands its' competitive advantages. Add to this the effect on OEMs the suit is having in reducing the INTC shakles and things look pretty good.

The small players in the distribution channels can add AMD to their product list fairly easily, but the bigger players take time to develop products and lines. More and more of those efforts are going to start showing up next year.