User 149347

AMD: A Dog Chasing Its Tail

First, I would argue AMD has high consumer market share. Enterprise is the high-margin weak link; Intel regularly forces them out.

Second, your advice to management isn’t very specific. Of course disruptive products and market intelligence would help, but AMD isn’t running a lemonade stand.

Third, if they develop a high-margin niche I guarantee an 800lb gorilla enters the market. Niches don’t fill fabs.

For shits and giggles, plot the financial performance of Intel-only shops (i.e. Dell) against dual-supplied companies (i.e. HP) over the last five years. The conclusions are shocking.