Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.11

+3.9%

Nov 26 3:59 PM EST

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To: eracer who wrote (201571)	6/11/2006 6:55:13 PM
From: Dan3	Read Replies (2) of 275872

Re: VT will be a non-factor on a vast majority of desktop purchases anyway. Just like the last 10% increment of desktop performance. Anyone else notice how well AMD continues to do in the Sunday Advertisements? Remember how Core and Core Duo were going to blow AMD out of the notebook market? They had incrementally better power and performance characteristics? (though they were 32-bit - but who cares in a notebook, eh?). AMD just seems to keep growing stronger and stronger in the notebook segment. They used to be limited to entry level machines but this week there were multiple ads featuring machines from multiple vendors for 17" Turion notebooks. What happened? Why did Core and Core Duo fail to stop AMD's advance into the notebook segment? I expect to see the same failure from NGA. OTOH, I also expect to see both companies bruised from a scorched earth pricing war. Given their lower costs and far more efficient organization, AMD will tolerate a harder pricing environment a lot better than Intel.

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