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 Technology Stocks : Advanced Micro Devices - Moderated (AMD)


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To: Cherry Wang who wrote (265607)1/4/2011 10:19:33 PM
From: Elmer Phud of 272562
 
Cherry -

I'll tell you why BullDozer(BDZR) matters. AMD has sunk a lot of resources into it's development over a number of years. If BDZR is uncompetitive then those dollars were wasted. We really know very little about BDZR's performance and we can't rely on AMD's hype so I think it's likely it will disappoint. If this plays out then it becomes a valid question to ask if AMD should get out of the that game. They may have a viable product in Fusion, we'll have to wait and see, but if AMD continues it's string of disappointments with BDZR then imo it's time to redirect their resources into areas where they can do some good. It's time to stop fighting Intel for the sake of fighting Intel. That's left AMD a shell of it's former self. Time to aim for profits and not vengeance.
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