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To: Dan3 who wrote (182763)	11/23/2005 6:18:42 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 186894

Dan, AMD's gone from 0% to nearly 40% of the very most profitable segment of the computer chip business in 5 years - and all of that share has come from Intel. Meanwhile, AMD's overall unit market share has gone down from a peak of 22% in 2001 or 2002 to 17% now. Nowhere are their losses more severe than in the fast-growing mobile market, where AMD is somewhere in the low single-digits. Give and take, my friend. Tenchusatsu

To: Dan3 who wrote (182763)	11/23/2005 8:25:22 PM
From: willowy	Read Replies (1) \| Respond to of 186894

Dan: AMD's gone from 0% to nearly 40% of the very most profitable segment of the computer chip business in 5 years...Next quarter, AMD will be doubling the amount of manufacturing space it has - and that's been the only thing holding them back, until then Questions: 1. If AMD is taking so rapidly market share in "the very most profitable business" how come their ttm net income is only $40M on $5.3B revenue? 2. Is it not of a concern to you that doubling manufacturing space would increase their expenses quite significantly, potentially wiping out any possible profit if not bringing the entire business into red area again? Don't you have any concern? ttm=trailing twelve months willowy