Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.94

+0.1%

Jan 20 3:59 PM EST

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To: dougSF30 who wrote (149146)	1/26/2005 1:56:03 PM
From: eracer	Read Replies (1) of 275872

Re: No, AMD will never get to 50% revenue share until they have the CAPACITY to produce 50% revenue share. But that is coming in 2006. Reminds me of the good old days when just to acheive 22% marketshare AMD was selling their fastest 1.4GHz Athlon for $100. Does anyone look forward to Athlon 64 ASPs of $50 in 2006? I prefer AMD to get 50% of the share of net CPU profits, and that has a lot more to do with improving product awareness (through advertising) and increasing their performance/features lead over Intel rather than just spitting out more CPUs than the market can absorb at reasonable prices. I doubt AMD will be able increase its market share enough in 2006 and 2007 to justify looking outside the company to produce CPUs.

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