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dougSF30

03/22/04 12:39 PM

#29422 RE: sgolds #29416

If the IBM foundry rumors are true, AMD won't have to wait until 65nm to boost share. Even by themselves, at 90nm, they have the capacity to grow share, but this IBM thing will really help.

Doug
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HailMary

03/22/04 12:41 PM

#29424 RE: sgolds #29416

However, AMD is becoming a premium, botique brand. They are playing BMW to Intel's role as GM:

I hope you're right, but my fear is AMD is still largely an unknown brand, and Intel is considered a BMW. AMD might just look like a Kia to some. I know in tech circles AMD will be considered a premium brand, and hopefully that will filter down through word of mouth. AMD marketing could also do some things here to help.