Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.25

-3.1%

Jan 6 3:59 PM EST

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To: BUGGI-WO who wrote (196765)	5/15/2006 7:48:19 AM
From: niceguy767	of 275872

"With the new platform, new design and a complete DC structure, AMD will be able to compete on mostly all fronts. I have said this before, but it seems that many are more keen on 5% perfor- mance. So when you ask me, AMD has now the ability to gain massive share just because they have products - very good ones - which they haven't before. But who cares ..." Couldn't agree more! HUGE AMD upside in the business mobile sector if AMD can come up with a price/performance competitor in this space. (In fact, that's how I interpret the much bandied here (mostly with a negative spin) "deep and wide" recent references by AMD management.) I'm wondering just how well Turion 64 X2 will fill the price/performance criterion necessary for consideration in the business mobile space. I'm also wondering if Turion 64 X2's will meet Dell's criterion, which, if so, would virtually assure HUGE incremental mobile revenues for AMD.

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