AMD long ago, before the aquisition of ATI, said they were focusing on the server market.

Lately there has been a lack of retail products, and many reports of a supply constraint from AMD.

Um, wait a second....AMD has issues meeting demand? And that's bad?

AMD is selling stuff like hotcakes, but not to retail sources. This merely confirms that they have done exactly as they said they would...focused on the server market.

Not long ago we heard that they had a sale of 25,000 K10 cpu's in one contract.


So, because thier supply was tapped, intel took a bold move, and lowered prices, trying to pick up the demand that AMD could not meet...becuase if they had kept thier old prices...noone was interested, as AMD had a better deal. Sure, it meant purchaser's had to wait a bit, but so what?


Some peopel seem to forget that it was back in May that AMD "announced" the Phenom. This annoucement meant that large purchaser's, such as that contract for 25K cpu's, could start lining up. They have been since then.

Now, we hear, many months later(almost 2 quarters) that AMD's retail launch of the Phnom will not have the clockspeeds as predicted, and immmediately people start screaming "BAD YIELDS!!!!", completely forgetting that AMD has been taking orders for Phenom for many months...orders that may just have been for those higher bins that everyone is waiting for.

I od not see this current AMD situation as bad. I do not see yield issues either. I see AMD meeting the server market demand, for top-quality wafer products. I see the left overs from each slice of wafer being stockpiled, awaiting a proper worldwide release...leftovers that do not meet thier predictions, as the high-quality slices are already sold to the top 90% of the market...which is not retail.


AMD forsaw thier supply issues, and decided that they'd go with the server market, as this market has a far different purchasing scheme than retail...and comes with some guarantees that retail cannot offer. 10% of the market, even 15%, is miniscule compared to 90% or 85%, which is where AMD is focused.

Yes, AMD is in a bit of a rough spot financially, but also notice that when they offered tenders for extra cash, they were gone within 24hrs. This only bolster's AMD position, and truly shows that AMD had proven themselves to these people...the people that are willing to spend 100's of 1000's of dollars...not the retail market where people may buy a few cpus...


AMD had my vote of confidence...and it still does....but i guess I'm a bit more business minded than some other people, and understand what moves they have made.