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

To: Rink who wrote (177007)	11/8/2005 4:27:34 AM
From: aleph0	Read Replies (1) \| Respond to of 275872

"Come back very very strongly this month" - Based on what? ...Hype ? ;-) // AMD has been strongest in desktop computers, and moved past Intel in retail sales of those products in September, Current Analysis says. Intel dominates the faster-growing market for laptops, aided by a heavily promoted brand for a combination of chips called Centrino. But AMD has boosted its share of that retail niche, which stood at less than 20% in June, to 31.5% in October, Current Analysis found. // I think AMD's momentum in the mobile space may get even better. The notebook DRM industry works 3-6 months ahead of what we are seeing in retail "now", so I presume they are very happy with AMD's growth in mobile and will be more than happy to continue relationships! Although we are seeing notebook retail prices go down, I would guess that the difference in price is maybe that "extra" money Intel is used to collecting for the Centrino package. i.e. nobody is hurting by having cheaper notebooks on the shelves - except maybe Intel ?

To: Rink who wrote (177007)	11/8/2005 5:42:23 AM
From: KeithDust2000	Respond to of 275872

Rink, Based on what? An increased/-ing presence of INTEL-based systems vs. AMD at retail compared to last month, and likely increasing weekly-ad share for INTEL.

To: Rink who wrote (177007)	11/8/2005 7:32:52 AM
From: niceguy767	Respond to of 275872

"Come back very very strongly this month" - Based on what? Intel promises? Amazing how the "Wall St. mafia" keep propping up INTC despite lack of substance for doing so. The comment above is as nonsensical as is the "Wall St. mafia" 2006 estimate for AMD of $0.76...yet, because the "Wall St. mafia" says it, some of the herd accept blindly that it must be so.