@Cravey - MIX
"
Mix is the wildcard for AMD - both X2s and Opterons. Servers are growing each quarter and they are not near as seasonal as clients.
"
I'm not that worried about Server-sales going forward. As
said, 1/2P share for AMD is today relativly small and they
should be at much higher levels today but didn't have much
designs - pretty pity (for Doug). So I will not say, that
with Woodi on the floor it will get easier to win sockets,
but the sentiment is clearly shifting to AMD and as long as
it takes to win this, so long will it take for Intel to (re)gain (if ever)
it theoretically back. Means, the train is driving and never
stopps instantly ...
When you ask me, I'm seeing big opportunities in the Notebook
space. Sector is huge, Intel share is huge (so AMDs is by
definition small) and with the new X2 AMD could fight on near-
ly all fronts. A 2,2G or 2,4G part NOW would be better, but
we have to start and I'm not complaining what AMD is doing here,
where platform is one KEY point and Nvidia or ATI didn't make
the "best" in this space yet. But overall, the choice and
variety of Notebooks with AMD CPUs is growing and growing, so
the big big points (benefits) for Intel are nearly gone. So
I'm counting on steady (but not huge) gains here quarter by
quarter by quarter and more, if ATI and Nvidia will ship bet-
ter stuff.
In the desktop space AMD has a huge low-end base (volume), so
its their task to decrease this with fresh business wins. The
A64 is a very fine product and prices are outstanding. I real-
ly don't know, why we shouldn't gain additional share in the
5xx/6xx space, which is huge and will be huge in the next
quarters. The same could be said for the 9xx line. They will
grow, of course, but the same could be said to the X2. And
for NGA, introduce new 5200+ and 5400/5600+ parts and all is
fine for space up to 500$ and the EE space is now Intels-
"terrain". When we could ship a few Millions X2 (1/3 of all
desktops in Q4 -> 3-4Mio.) we should also do nice ASP-wise.
And I don't forget the Antitrust case with all the follow
ups in the Tier1 area ...
BUGGI |
