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

To: Dan3 who wrote (169639)	8/23/2005 11:27:11 AM
From: KeithDust2000	Respond to of 275872

Dan, AMD is really starting at nothing in the t&l space, so they can only gain from here. The amount of share they can gain is very limited though. The notebook market is estimated to grow at a rate of 3-4 times that of DT in 2H. It seems to me that Turion will continue to be supply limited for this timeframe, so what it comes down to is how quickly will AMD be able to ramp the new 25W and 35W parts? Apart from AMD´s "Turion volume ramp happening in Q3 and Q4", there´s just no information available to draw any conclusions here. AMD is hoping to get to 20% mobile marketshare in the next three years (according to an article published yesterday). I´m not aware of any instance where AMD has actually reached this sort of goal (they always seem to miss them by miles), but you never know.