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

To: eracer who wrote (197358)	5/17/2006 5:04:03 PM
From: BUGGI-WO	Read Replies (1) \| Respond to of 275872

@Eracer - modells " There have been much fewer selections of AMD notebooks than Intel notebooks. " With 100% NB DC share its not that surprising, that Intel has more designs. ;-) When we look at the whole market its clear that Intel helds the clear lead. Noone here questions this. And I'm wondering why you bring this stuff again online? Its old, its common knowlegde and its the base for strong growth from a low starting point for AMD. " Finding an AMD notebook with just the right specs (screen size, memory capacity, hard drive size and RPM, manufacturer, price, etc.) is more difficult when shopping for an AMD system. " Looks like a repeat from the sentence above. MSS is low in this sector, we all know that. I'm not happy with this, of course, but we couldn't change the situation in all sectors in a few months. Notebooks is AMDs weakest spot - thats clear and they have to work hard to catch up. But OEMs haven't done that much in the past and the most frustrating thing for me is chipsets, where Intel is doing a real good job. But look at the progress in the last months after Turion launched. I remember a time, where AMD books only had 1024x768. They had only 14'' screens and XP Profs. was nowhere to get with AMD notebook-systems. So the situation is WAY WAY better and I'm seeing no real big feature in Intel stuff which AMD hasn't. Of course you have MUCH MORE choice on the Intel side, but shouldn't surprise when you held near 90% share. " But Turion X2 will probably be somewhat rare in the next few months while Core Duos will be just about everywhere. " Because of what? The systems will appear in june in mass and way more will appear as Q3 goes by - just the same as Intel. BTW: haven't seen that big DC push in the market in notebooks yet. Where are all the Core DUOs? I don't see them. What I see is a huge huge amount of SCs - of course from Intel. g Should tell you something nearly 6 months after launch. BUGGI