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

To: eracer who wrote (148455)1/20/2005 1:10:37 PM
From: PetzRead Replies (2) | Respond to of 275872
 
The difficulty with $240 pricing for Smithfield from an AMD point of view is that Intel can make >20M Smithfield chips a quarter if it so chooses, while AMD cannot make >3M dual core chips, at least I don't think they can, which would only match the current overall market share.

Petz



To: eracer who wrote (148455)1/20/2005 1:17:54 PM
From: combjellyRead Replies (2) | Respond to of 275872
 
"then don't expect AMD to capture even 5% of the desktop dual core CPU market this year"

Unless plans have changed, AMD isn't targeting more than that in the desktop dual core market this year.


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