Advanced Micro Devices Inc (AMD)

[bobs10]

you..

I think we should keep in mind a couple of factors.

Me..

Yeah, Rev "F" should be right around the corner. AMD probably wants to contain Yonah's low-power story as much as possible. As we get closer to the Vista realease 64 bit should be more of an issue. I wonder if the lack of empahsis AMD has so far put on 64 bit in the laptop area was part of the containing of demand plan? I find it hard to understand why AMD hasn't emphasized that aspect more since laptops are supposed to be the second pressure point.

OEM dumping was a big problem for AMD a few years ago but I haven't heard anything about it lately. Maybe the OEMs are using everything they can get from AMD? Yes, as a processor buyer it seems like a boxed processor with the heatsink/fan and guarantee included would be preferred to a loose one coming from god knows where. Not to mention the guarantee that your not getting some overclocked part Jerry Tong in Taiwan.