Albert,
<Can you guarantee that amd is not going to take some of the laptop and server share?>
IF and WHEN they arrive and BY THE TIME they get commercial acceptance, yes, they may take some share away. However, AMD has yet to demonstrate that they can dominate more than one segment of the microprocessor business. The main reason for this, IMHO, is because they are limited by their two fabs. In other words, the need to compete in the laptop or server space, will likely mean they will give up production and revenues from the desktops. What AMD is effectively doing is shifting their business around, not growing it.
<Also would not hurt to recall that k6 laptops were fairly popular in retail>
Exactly my point; where is AMD in laptops today? AMD's first "killer" CPU was the K6 for desktops. It had limited success before Intel responded. That was followed by the "killer" K6 for laptops (as you point out), until Intel responded to that. Today we have the K7, and we differ on what will be the result this time. We shall see. In the meantime, keep in mind that ultimately AMD is limited by HOW MUCH product they can put out. Can they produce and sell enough good product to dominate more than one segment? If they can, AMD will do great. If they can not, nothing has changed, and AMD's stock will suffer. All IMBO <g>
SK |
