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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 143.20+3.4%10:13 AM EDT

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To: mas_ who wrote (218623)12/2/2006 1:25:06 PM
From: dougSF30Read Replies (1) of 275872
 
Not that it can just be used in 4s but that it is the more potent there, the marketing and performance spearhead of the new core. It will make the most waves and mindshare there and AMD are right to make its first impressions there as it shows direct-connect at its strengths.

No, they are launching it there because of the low, low volumes, and high asps. It will not make the most waves and mindshare in that market, simply because other markets are SO much larger, and Intel is currently ahead in the other markets, while AMD currently still *has* a lead already in the 4S market.

Technical matters are often outside of management's control, see Intel's problems with Prescott and Itanium, and for you to ignore this would not be wise to your pocket.

Like the captain of a ship, management is ultimately responsible for everything that happens under their watch. It's not like wall street says, "oh, it wasn't their fault-- just bad luck, so keep the stock price up!"

For instance it does imply that AMD's 45nm transition will be a lot more smoother[sic]

What? What implies AMD will have a smooth 45nm transition? BTW, have you noticed that AMD constantly claims they will close the process lag gap with Intel with each new generation, but once you get within a year or so, they slip, and slip some more, until the gap actually grows?
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