Replies to post #43863 on Advanced Micro Devices Inc (AMD)

[bobs10]

Hate to jump in here, but your information about A64 and Opteron demand is dated by a couple of months. Everything I've been reading lately seems to indicate that AMD is having a hard time supplying the market demand for A64s.

I'm not sure why that is, but I suspect that the knob wasn't turned far enough to the right on 130nm production, and now A64 production is getting caught up in the 90nm conversion. I could be wrong, but that would be my best guess.

[Tiger64]

Wow...I think you are looking at this situation as a snapshot in time...not 9-12 months from now...I think with lower A64 prices and windows 64 the market dynamics will start to change dramatically...with increased advertising dollars due to increased capacity and higher revenues AMD will become even more formidable...I don't think there is a big market for $500 processors for the consumer market...lets just see how this unfolds over the next year...