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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.80+1.7%3:59 PM EST
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To: NicoV who wrote (236986)7/25/2007 1:43:38 PM
From: PetzRead Replies (1) of 275872
 
re: Let's not forget that most of Intels profits come from the mobility group.

For the average consumer and the average business, it hardly makes any sense whatsoever to buy a traditional desktop anymore. The plummeting price of the LCD makes the cost penalty of laptops smaller and smaller.

The desktop market itself will morph into a 50/50 split of traditional desktop and ever-smaller HTPC's.

Whoever gets to an integrated CPU/GPU at 35w first will gain a couple points of market share per month.

Petz
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