22 Comments(s). 1 Pages(s). Showing page 1. [ 1 ]

   #22. Posted at 05:10 AM on Nov 11th 2006 Edit   Reply

A very similar article appeared a day later on CRN:

http://www.crn.com/sections/breakingnews/breakingnews.jhtml?article...
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   #3. Posted at 06:41 AM on Nov 9th 2006 Edit   Reply

It's not just vanilla Athlon 64 X2s that are hard to come by, though. AMD's low-power "Energy Efficient" Athlons have been difficult to find ever since their introduction. About those chips, DiFranco stated, "We're looking at our low-power desktop strategy a little bit. We don't think we have the perfect strategy yet, and I just think we're trying to determine what the best route to market is for those. So, until we really have that locked and nailed down, we're gonna continue selling our main-line products."

Translation: you try building a competitive low power chip when you're a process behind.
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   #20. Posted at 11:21 PM on Nov 9th 2006 Edit   Reply

It doesn't tell me if their gross margin is increasing, but rather affirms it is shrinking.
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   #2. Posted at 06:18 AM on Nov 9th 2006 Edit   Reply

BOOOOOOO!!!!! Excuses!!!
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   #12. Posted at 10:28 AM on Nov 9th 2006 Edit   Reply

I am getting a little worried here. AMD needs to capitalize on the good fortune and reputation they built up over the past several years. Just as they reached that pinnacle Conroe hit them hard.

They need to answer Conroe and soon.
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   #9. Posted at 09:21 AM on Nov 9th 2006 Edit   Reply

Nice excuses. Too bad they are not only semi-false but they make AMD execs look stupid too. 'Unanticipated holiday demand' right because the holiday season is typically a slow one for PCs?? derrrrrr
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   #8. Posted at 08:41 AM on Nov 9th 2006, Edited at 08:42 AM on Nov 9th 2006 Edit   Reply

Ummm yeah AMD here is an FYI........notebooks have been out selling desktops for a while. In fact in May of 2003 it happened for the first time.

http://www.geek.com/news/geeknews/2003Jun/bch20030703020682.htm

I dont think the trend will ever go back to desktops. It will only get worse each year for desktops. With PC gaming declining in favor of consoles it will go even faster.

The Pentium M was/is a gold mine for Intel.
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   #1. Posted at 05:02 AM on Nov 9th 2006 Edit   Reply

Sounds like PR BS to stomp out some of the flames. Chips go to where the money is at.
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   #5. Posted at 07:36 AM on Nov 9th 2006 Edit   Reply

Actually, process parity aside, does anyone want to take a stab at the margins on the notebook parts vs. the desktop parts? If they start shifting their production toward the notebook parts than by definition they get a crunch on their desktop parts which is what the complaining about.

But since the energy-efficient parts would be terribly low yield products to begin with, well who knows how many of those they can make these days...
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22 Comments(s). 1 Pages(s). Showing page 1. [ 1 ]
 
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