Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 236.73

-6.1%

Jan 30 9:30 AM EST

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To: dougSF30 who wrote (197319)	5/17/2006 4:30:33 PM
From: TechieGuy-alt	Read Replies (2) of 275872

Doug you have to ask youself- What % of the market can AMD now successfully address? It's all about socket wins. If it was not- Intel would have been decimated about a year ago. It's bad for AMD that with such a superior product line AMD went from only a ~10% revenue share to a ~18% revenue share. But now that it has a footprint- it'll continue to have products that address 80+% of the revenue share of the x86 CPU business. The crucial thing for AMD was that it's now considered a tier 1 supplier in this industry. Would it be better if they continue to have the #1 performance CPU out there for ever- sure. But given where they are- there is still a lot of share to be gained. BTW, I have lightened my holdings by 50% due to competitive issues- but do not expect Intel to gain to the same extent that you think they will. You may be surprised. TG

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