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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 250.10-3.7%Nov 4 3:59 PM EST

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To: bit3 who wrote (255465)8/12/2008 6:55:34 AM
From: Dan3Read Replies (2) of 275872
 
Re: The Swift microprocessor, AMD's first offering based on the Fusion platform, will integrate a next-generation graphics chip and a memory controller, it added.

AMD's mobile platform (CPU+GPU) is already superior to Intel's.

Add a leap like this and Intel will find itself hard pressed to compete (if they are restricted to legal means) in the mobile market.

Intel's most profitable segment, by far, is notebooks, where they get to charge a lot for both a small, cheap to produce CPU and a mediocre chipset. That's how you make big profits and if a given segment suddenly becomes more competitive, that's how profits get reduced.

If Intel has to reduce prices for its mobile CPU and chipsets, and particularly if their volume goes down, as well, it all comes out of their profit margin.
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