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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 221.42-0.1%Dec 10 3:59 PM EST
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To: dougSF30 who wrote (199095)5/28/2006 11:51:01 AM
From: niceguy767Read Replies (1) of 275872
 
"and that market is 80%+ AMD at this point."

Speaking of 80%, I'm wondering just how great the erosion in the 60M unit per annum plus mobile sector is as INTC fumbles to cover off its no-show 64-bit offerings? ;-)

(I'm thinking AMD's gains here might just result in a very positive Q3 for AMD and, a once again, not so positive Q3 for INTC. Wonder if INTC's margins will see 50% again this year?)
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