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

To: eracer who wrote (196764)	5/15/2006 3:26:44 AM
From: BUGGI-WO	Read Replies (4) \| Respond to of 275872

@Eracer - Speed/Notebooks Speed discussions are important, but in the last time, many posts seems to go a religious way. AMD can't beat Intel in the notebook space. The top bins from Core DUO are very good and the platform is extremly mature. When Intel is doing a good job then here. To beat Merom AMD has to clock its own DC parts very high - they could, but not under 35W, so Intel will hold the lead - of course. BUT, and thats a big BUT, many people seem to forget the main point. Intel has near 100% Business share in the notebook area and AMDs main strength lies only in consumer low-end - MOSTLY. With the new platform, new design and a complete DC structure, AMD will be able to compete on mostly all fronts. I have said this before, but it seems that many are more keen on 5% perfor- mance. So when you ask me, AMD has now the ability to gain massive share just because they have products - very good ones - which they haven't before. But who cares ... BUGGI