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#1
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AMD offers no motherboard: why?
I think I know why: becuase it followed the path early on to allow
3rd parties to make the motherboards and now it's worried about the relationship with those vendors. If AMD offered it's own board, yes it would hurt the 3rd parties, but it's own profits would soar I think. AMD recognizes the disadvantages of not supplying their own boards and has put in place some programs to get more consistent and higher quality boards produced from the board vendors. That still falls way short of them supplying their own boards, and that will keep them in the niche markets rather than the mainstream IMO. ATI is an example of a company that does it both ways and perhaps analysis of that company could provide some insight as to the effectiveness of that business strategy. Tony |
#2
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AMD offers no motherboard: why?
On Mon, 06 Feb 2006 19:40:25 GMT, "tony" wrote:
I think I know why: becuase it followed the path early on to allow 3rd parties to make the motherboards and now it's worried about the relationship with those vendors. If AMD offered it's own board, yes it would hurt the 3rd parties, but it's own profits would soar I think. AMD recognizes the disadvantages of not supplying their own boards and has put in place some programs to get more consistent and higher quality boards produced from the board vendors. That still falls way short of them supplying their own boards, and that will keep them in the niche markets rather than the mainstream IMO. ATI is an example of a company that does it both ways and perhaps analysis of that company could provide some insight as to the effectiveness of that business strategy. Where do you get the idea that AMD is not "mainstream" right now? Seems you're a little out of touch with reality. Would you really claim that ATI's "both ways" is turning out to be more effective? Do you really think that Intel makes its "own boards" and that it contributes to their profits? -- Rgds, George Macdonald |
#3
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AMD offers no motherboard: why?
On Mon, 06 Feb 2006 19:40:25 GMT, "tony" wrote:
I think I know why: becuase it followed the path early on to allow 3rd parties to make the motherboards and now it's worried about the relationship with those vendors. If AMD offered it's own board, yes it would hurt the 3rd parties, but it's own profits would soar I think. AMD recognizes the disadvantages of not supplying their own boards and has put in place some programs to get more consistent and higher quality boards produced from the board vendors. That still falls way short of them supplying their own boards, and that will keep them in the niche markets rather than the mainstream IMO. ATI is an example of a company that does it both ways and perhaps analysis of that company could provide some insight as to the effectiveness of that business strategy. Tony AMD is too smart to get into the motherboard business. But that doesn't say much, in light of the market. With the utter commoditization of the peecee motherboard business, the population of motherboard manufacturers has diminished substantially, and continues to diminish. There's precious little real profit available in the motherboard business to any other than the huge producers that can push components, pcb and assembly/test costs to the bone through volume... /daytripper |
#4
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AMD offers no motherboard: why?
AMD has made their own Motherboards in the past.
"daytripper" wrote in message ... On Mon, 06 Feb 2006 19:40:25 GMT, "tony" wrote: I think I know why: becuase it followed the path early on to allow 3rd parties to make the motherboards and now it's worried about the relationship with those vendors. If AMD offered it's own board, yes it would hurt the 3rd parties, but it's own profits would soar I think. AMD recognizes the disadvantages of not supplying their own boards and has put in place some programs to get more consistent and higher quality boards produced from the board vendors. That still falls way short of them supplying their own boards, and that will keep them in the niche markets rather than the mainstream IMO. ATI is an example of a company that does it both ways and perhaps analysis of that company could provide some insight as to the effectiveness of that business strategy. Tony AMD is too smart to get into the motherboard business. But that doesn't say much, in light of the market. With the utter commoditization of the peecee motherboard business, the population of motherboard manufacturers has diminished substantially, and continues to diminish. There's precious little real profit available in the motherboard business to any other than the huge producers that can push components, pcb and assembly/test costs to the bone through volume... /daytripper |
#5
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AMD offers no motherboard: why?
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#6
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AMD offers no motherboard: why?
"George Macdonald" wrote in message ... On Mon, 06 Feb 2006 19:40:25 GMT, "tony" wrote: I think I know why: becuase it followed the path early on to allow 3rd parties to make the motherboards and now it's worried about the relationship with those vendors. If AMD offered it's own board, yes it would hurt the 3rd parties, but it's own profits would soar I think. AMD recognizes the disadvantages of not supplying their own boards and has put in place some programs to get more consistent and higher quality boards produced from the board vendors. That still falls way short of them supplying their own boards, and that will keep them in the niche markets rather than the mainstream IMO. ATI is an example of a company that does it both ways and perhaps analysis of that company could provide some insight as to the effectiveness of that business strategy. Where do you get the idea that AMD is not "mainstream" right now? The marketshare numbers? you're a little out of touch with reality. Would you really claim that ATI's "both ways" is turning out to be more effective? I was asking. I don't really keep up with exotic components such as video cards. There might be enough similarity with ATI and the potential AMD-as-MB-vendor to be used as a case study. Do you really think that Intel makes its "own boards" The branding of them is enough. AMD "should" do the same. I thought of another reason why it may not be doing so (producing motherboards): to do so would give an apples-to-apples comparison of AMD vs. Intel and they think the risk of losing is too great. and that it contributes to their profits? By the marketshare numbers, I say it does (amongst other factors). Tony |
#8
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AMD offers no motherboard: why?
On Tue, 07 Feb 2006 06:18:45 GMT, "tony" wrote:
Reason for AMD to sell motherboards: to get more people buying their CPUs instead of Intel's. What if that move were to make it 50/50 (not likely)? The demand might increase. The supply will not follow. Comparing to Intel, AMD has not enough fab capacity to support the volume, especially on low end. Seems that AMD already sell all they can manufacture. I just don't see the demand drop so low that AMD capacity would amount to 50% of it NNN |
#9
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AMD offers no motherboard: why?
On Tue, 07 Feb 2006 06:18:45 GMT, "tony" wrote:
"George Macdonald" wrote in message ... On Mon, 06 Feb 2006 19:40:25 GMT, "tony" wrote: I think I know why: becuase it followed the path early on to allow 3rd parties to make the motherboards and now it's worried about the relationship with those vendors. If AMD offered it's own board, yes it would hurt the 3rd parties, but it's own profits would soar I think. AMD recognizes the disadvantages of not supplying their own boards and has put in place some programs to get more consistent and higher quality boards produced from the board vendors. That still falls way short of them supplying their own boards, and that will keep them in the niche markets rather than the mainstream IMO. ATI is an example of a company that does it both ways and perhaps analysis of that company could provide some insight as to the effectiveness of that business strategy. Where do you get the idea that AMD is not "mainstream" right now? The marketshare numbers? Depends how you break them down - people who "know" are buying AMD just now and sufficiently that AMD has several of what you want to call niches: consumer retail, gaming (BIG $$... high ASP) and the server market (high ASP again) is developing nicely, as is mobile. Ya better let NASCAR know that their hooked up with a technology partner that is not "mainstream".:-) you're a little out of touch with reality. Would you really claim that ATI's "both ways" is turning out to be more effective? I was asking. I don't really keep up with exotic components such as video cards. There might be enough similarity with ATI and the potential AMD-as-MB-vendor to be used as a case study. I don't look at details too closely there either but it's looking like ATI is losing much of the gains from recent years... and part of the reason is their confused, chameleon(?) marketing strategy. Do you really think that Intel makes its "own boards" The branding of them is enough. AMD "should" do the same. I thought of another reason why it may not be doing so (producing motherboards): to do so would give an apples-to-apples comparison of AMD vs. Intel and they think the risk of losing is too great. A buyer would have to be ill-informed (neophyte... dense ?) to think that branding means anything. For years now, the better mbrds have come from 3rd parties in server, workstation and yes, even desktop. AMD lose to Intel with a home-baked mrd? What *are* you smoking?... no way they could degrade what independent chipsets/mbrd mfrs are making to that extent. and that it contributes to their profits? By the marketshare numbers, I say it does (amongst other factors). Nope - mbrds is a loser... hoping to maybe break-even. -- Rgds, George Macdonald |
#10
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AMD offers no motherboard: why?
George Macdonald writes:
Depends how you break them down - people who "know" are buying AMD just now and sufficiently that AMD has several of what you want to call niches: consumer retail, gaming (BIG $$... high ASP) and the server market (high ASP again) is developing nicely, as is mobile. Ya better let NASCAR know that their hooked up with a technology partner that is not "mainstream".:-) How many other race sanctioning bodies require carburetors? -- Joseph J. Pfeiffer, Jr., Ph.D. Phone -- (505) 646-1605 Department of Computer Science FAX -- (505) 646-1002 New Mexico State University http://www.cs.nmsu.edu/~pfeiffer skype: jjpfeifferjr |
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