Replies to post #43844 on Advanced Micro Devices Inc (AMD)

[chipguy]

I suppose it's largely a matter of perspective. Where do I begin?

By going back to school. You claimed "Big Iron has been
around since the IBM360 days and has had a nice life,
but it's also about to be replaced by smaller more social
animals that can talk to each other at very high speeds."

Yet in Q2 IBM mainframe sales were up 40% in revenue
growth and 35% in unit growth according to IDC.

In contrast x86 server revenue growth was up 13% and
unit growth up by 22%. Ooops.

[confused]

My goodness a matter of perspective certianly describes it. It is just a question on whose perspective makes sense.

It is interesting you compare Itanium to the Ibm mainframe which has enjoyed a 30% increase in the last quarter and in fact represents all of IBM's server revenue increase in the last quarter. At present if anything it looks like the enterprise has recognized the value of large scale system to manage important corporate data rather than multiple little systems tied together through ht as the better way to manage corporate data.

The we graduate to Intel's evil and stupid approach even though they have led the market in volume and dollars by laughable amounts for at least a decade. Of course none of the efforts they made to achieve this position was aimed at providing what the customer wanted but only what Intel crammed down their gulllets.

Then there is the P4. Are you really Van Smith posting under a different name. The P4 is argueably the best processor they have produced to date. It certainly outdid the competition and if Intel really wanted to they could have closed AMD with just a small price war. As it is customers have indicated they would rather pay a higher price for celeron than for xp despite xp's better performance. The P4 walked away from the athlon laughing. Even AMD fans admitted to performance numbering from 2800 up were a joke.

Now you have a brief respite with K8 having an odmc giving it all of its performance advantage and you have AMD ruling the world.

Nocona will offer 64 bit server chip capability and the idea that customers will desert in droves to AMD is a wet dream. Wake up , you have to be smarter than that.

[Tiger64]

I always enjoy your thoughtful posts...sort of like creative writing meets tech on the investment dance floor...;>)