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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Pravin Kamdar who wrote (50497)	8/9/2001 2:03:38 PM
From: niceguy767	Respond to of 275872

Pravin: "Not sure about that. It looks like top scores will go to mobile systems with GeForce2Go graphics. I suspect that this chip is not being offered with mobile Athlon 4 due to power considerations. However, nForce based laptops with Athlon 4 could put Intel in a world of hurt." AMD is more well positioned with its mobile product line than they were when AMD's Athy was first offered...Took about 2 years for Athy to capture 21% market share...AMD mobiles will get there in about half that time and that'll help ASP's not to mention that mobile revenues are basically incremental thus buffering any year over year revenue declines, a luxury its major competitor just doesn't have...