Replies to post #45661 on Advanced Micro Devices Inc (AMD)

[Tim Fowler]

The prospect of AMD having 30% MS anytime soon is unreasonable, including next year.

I guess it depends on how yo udefine anytime soon. If you mean this year or next I certainly agree.

The potential of AMD high volume production is worrisome.

I would think it would be worrisome for Intel but I don't see why it would be a owrry for AMD. AMD would not be a "fumbleing company" if it can continue to expand its share.

Two fumbling companies will not produce the enormous R&D required to enable new technologies and standards that have kept this market in gear for ages. Without that you have two disparate architectures going in different directions.

I don't see how lower R&D budgets would make AMD's and Intels technologies and architectures closer together. If anything if they companies have more money to spend on R&D they would be more likely to move apart.

Tim

[Tiger64]

Tend to disagree here...Increase in A64 production would help the market tremendously...the major computer manufacturers would have very little fear of Intel and would put them in the drivers seat for once...AMD would probably get good prices from larger computer manufacturers for good supply...Intels best move would be to recognize that AMD cannot supply the entire market and therefore try to maximize revenues instead of trying to knock them out of business with low prices...everyone loses if there is a freakish price war...including Intel executives as they're being handed their walking papers...