Replies to post #24956 on Advanced Micro Devices Inc (AMD)

[borusa]

I banker, re: Ask yourself this, after several years of having a competitive market how many chips is AMD selling to Fortune 500 corporations through Tier 1 manufacturers. I know of only one significant win.

The Fortune 500 collectively would rather spend an extra billion/Q, than have 100BB drop in Intc market cap. Intel stock is in most all portfolios, eg retirement plan yada yada. its just good corporate citizenship. That still leaves alot of space for AMD in server, workstation, SB. mho

[dougSF30]

after several years of having a competitive market

You underestimate the importance of AMD now playing in the server space, and what that means for the rest of the corporation.

Doug

[Jules2]

Posted by: I_banker
In reply to: Jules2 who wrote msg# 24951 Date:1/30/2004 3:04:03 PM
Post #of 24958


I agree that there is a segment of the market that will pay for ultra high performance. But, the winner of the CPU battles will be the company that can dominate the high volume consumer and corporate space. What I am saying is, that AMD now has to worry because Intel will be using there marketing dollars to win this segment.

I too own an AthlonXP computer and will probably buy a A64 when it comes out. But every computer at work and every x86 server is either a Dell or and IBM and is powered by Intel.

Ask yourself this, after several years of having a competitive market how many chips is AMD selling to Fortune 500 corporations through Tier 1 manufacturers. I know of only one significant win.

I_banker.

I agree with you. AMD has it's work cut out for it. They are making progress though and it will take some time. At least they are in position to compete on a somewhat more level playfield now.
I wish no company bad luck. At the same time I like to see real competition and one has to give AMD credit for that.
I purchased $1,500.00 8086's and Moto 68000 series proccs, my memmory still works fairly well.

Regards

Jules