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

To: combjelly who wrote (191881)	4/4/2006 11:05:18 AM
From: phatbstrd	Read Replies (2) \| Respond to of 275872

I certainly hope they remain focused and out of the wireless arena, other than to offer support. Intel has been blowing smoke with this "WiMax" deal for some time. I don't buy it. Of course there is a segment of the market that will accept improved "hot spots", but I can't grasp how they intend to compete in the mobile sector with unlicensed spectrum. My engineer friends think that Intel is full of it...we will see. (sorry to bring wireless onto the thread) With a 60-40 market share split, I can now understand your statement that AMD may be under priced. Heck, even a 70-30 on a permanent basis would support higher P/Es, I would think.