Replies to post #73239 on Advanced Micro Devices Inc (AMD)

[wbmw]

Re: Don't have to believe me. Just look at AMD's sales. They had been struggling upwards until Late Q205. Then they took off like a scalded cat. What had changed? Well, they got more design wins and Best Buy and Circuit City started to put them on the shelves and they started to appear in the flyers. In prior quarters, not only were AMD machines scarce in those places, but they would often disappear totally towards the end of the quarters. But that all changed.

Nothing changed at AMD. Still had the same product line, so it wasn't like they introduced anything new. What did change was the lawsuit. It could be totally decoupled, but...

That's right, CJ. Nothing changed in the industry. Just Intel's inability to deliver a competitive solution, when everyone believed they would with Prescott, while AMD ramped a successful K8, and then moved to an even more competitive dual core. But no, I guess the lawsuit theory makes more sense. Not.

[Snowrider2]

Don't have to believe me. Just look at AMD's sales. They had been struggling upwards until Late Q205. Then they took off like a scalded cat. What had changed? Well, they got more design wins and Best Buy and Circuit City started to put them on the shelves and they started to appear in the flyers. In prior quarters, not only were AMD machines scarce in those places, but they would often disappear totally towards the end of the quarters. But that all changed.

IMHO you need to take a statistics class because I don't think you understand how difficult it would be for you to make a correlation between the law suit and AMD's sales. To make matters worse, you use US Retail Sales, which is small portion of the world wide market place, as your correlation data point. To answer, what changed? It was AMD's competitive products. The A64 and Opteron were superior to the P4 and customers bought the superior product. Nothing monopolistic or anything like that.

Snow

[spaarky]

Nothing changed at AMD. Still had the same product line, so it wasn't like they introduced anything new. What did change was the lawsuit. It could be totally decoupled, but...

Um... remember Intel's chipset shortage? Intel ceded the retail desktop market when their chipset supply problems started. Don't be surprised to see Intel rapidly getting back to > 50% US retail market share (which has been AMD's strongest segment for many years).

http://www.businessweek.com/technology/content/jan2006/tc20060118_490868.htm

-=spaark=-