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


To: combjelly who wrote (191871)4/4/2006 10:19:36 AM
From: phatbstrdRead Replies (1) | Respond to of 275872
 
Thanks,

"But servers have a much higher margin and the volume is almost as high. And they look to have an opportunity with notebooks."

I have not personally purchased an Intel chip for any of my computers in over 6 years. My most recent laptop is an Avaratec w/ AMD inside and I'm quite pleased. I truly don't like Intel's marketing muscle as I have witnessed them attempt to play the wireless space with a bunch of bs. It would not surprise me that AMD has actually stepped up in market share on a permanent basis.

I understand that AMD's mix may lose a little on the low end, but make up ground on the servers. However, do you see a static margin between AMD's and Intel's market share after 2007 or can AMD continue to gain ground? (for instance, 75% intc-25% AMD for the foreseeable future)

Do you see AMD attacking the wireless space?

p



To: combjelly who wrote (191871)4/4/2006 10:39:03 AM
From: gzubeckRespond to of 275872
 
combjelly, your assuming Intel had a choice in this matter...;>)