- Oct 10, 2011
Yes and I've acknowledged the OEM side of things, but Lisa Su specifically addressed us the enthusiast fans as she put it at Computex.If the entire OEM supply chain is backed up with inventory of an old product they aren't going to want new product that obsoletes that inventory. HP doesn't care if the CPU comes from AMD or Intel if they have to clear their PC inventory, or meet their purchasing commitments to their suppliers. Purchase commitements that are made 6 - 12 months in advance.
They are PCs regardless of who makes the CPU. I think that's what is hanging you up, you think an AMD CPU PC is in a different market than an Intel CPU PC, but it's all one market which is seeing a historic decline.
"If you build it they will come" only works in movies. In the real world if you build it without having orders already in place you go broke.
She isn't going to delay a product which if delivered on time could sell like hot cakes for a product which hasn't been selling well since its inception.
AMD isn't going after Bulldozer's nonexistent market share, they are going after Intel's market share.