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From The Article "The Real CPU Battle of 2004" - Ed Stroligo - 7/17/03
NOTE: This Information Is Edited :- Reading The Full Article Is Recomended
What do you think? Will AMD end up going under if the AMD fanboys continue to buy their cheaper CPU's? Why doesn't AMD just raise the prices? Will the Athlon 64 pull AMD out of the hole, or will the computing community take too long to embrace 64-bit computing, causing the Athlon 64 to die off?
Just wanted to know all of your thoughts on the subject.
From The Article "The Real CPU Battle of 2004" - Ed Stroligo - 7/17/03
AMD posted a loss of $140 million last night. This is actually better than expected, since AMD managed to cut costs more than even they expected.
For more details, you can read Chris Tom's notes on the earnings conference call.
Really, all you can say is that they're betting the company on Hammer: that they can make and sell them in the millions, and sooner rather than later.
For the next year, the question will be "Can Hammer revenues more than offset the inevitably deteriorating revenues from Athlons and get AMD into the black?"
Look into that question more closely, and it really becomes "Will AMD fans pay a lot more for Hammers than they have for Athlons?"
That is AMD's core problem. Most people buy AMD processors because they're cheap. When they stop being cheap, they stop buying them, and "cheap" has become a lot cheaper the last few years.
That's the trap AMD is in, and that's why I've been gloomy about the company's prospects. If they don't get out of it, they'll be history.
NOTE: This Information Is Edited :- Reading The Full Article Is Recomended
What do you think? Will AMD end up going under if the AMD fanboys continue to buy their cheaper CPU's? Why doesn't AMD just raise the prices? Will the Athlon 64 pull AMD out of the hole, or will the computing community take too long to embrace 64-bit computing, causing the Athlon 64 to die off?
Just wanted to know all of your thoughts on the subject.