uvaman
03-05-04, 08:27 AM
I think if what the article says in the front page is true (about how AMD is changing focus) I think that the execs are on the right track.. I mean AMD cant out grow Intel, AMD cant shift OEM with enough force, AMD cant invest million on propaganda, The get-22% market share formula has been tried with some perfectly good chips (Athlon) and more than enough support, and that hasnt happened, mostly because lack of propaganda.
I think that their focus on high-priced (xeon style) high-performing cpus would work out.. they be competing in a slower paced market, with higher ASPs, less product cycles, and less market so the argument of limited supply due to limited fab capacity is erased.
So maybe they focus on that, and just leave the desktop market, to kind of a trickle down supply (for faster bigger cpus) and a desktop cpu thats crippled, with uninsured and irregular supply, not that it matters, because that how they have always been percieved and treated as such in the OEM market, even when they are forced to dump their CPUs on the grey market.
It would be great, Big OEMs minus dell, with one, maybe 2 system using AMD cpus, and several and hopefully some small AMD-only grey-box guys filling the holes the big OEMs leave, while AMD tries (and if they succeed, great) to conquer the Xeon-type of market, which is easier to target, although surely harder to convince but being smaller might be cheaper to make promotions and stuff... hey drop a couple of nasty opteron boxes around to companies to see if they be singing the same Intel tune!.
I think its gonna be awesome, even if it means the cheapest AMD cpus would 200$$ from now on.
I think that their focus on high-priced (xeon style) high-performing cpus would work out.. they be competing in a slower paced market, with higher ASPs, less product cycles, and less market so the argument of limited supply due to limited fab capacity is erased.
So maybe they focus on that, and just leave the desktop market, to kind of a trickle down supply (for faster bigger cpus) and a desktop cpu thats crippled, with uninsured and irregular supply, not that it matters, because that how they have always been percieved and treated as such in the OEM market, even when they are forced to dump their CPUs on the grey market.
It would be great, Big OEMs minus dell, with one, maybe 2 system using AMD cpus, and several and hopefully some small AMD-only grey-box guys filling the holes the big OEMs leave, while AMD tries (and if they succeed, great) to conquer the Xeon-type of market, which is easier to target, although surely harder to convince but being smaller might be cheaper to make promotions and stuff... hey drop a couple of nasty opteron boxes around to companies to see if they be singing the same Intel tune!.
I think its gonna be awesome, even if it means the cheapest AMD cpus would 200$$ from now on.