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

To: dougSF30 who wrote (199095)5/28/2006 11:46:58 AM
From: AK2004Read Replies (1) | Respond to of 275872
 
re: That affects the enthusiast desktop market and little else, and that market is 80%+ AMD at this point.

and what would be that effect and for once try not to act as if you are Doug Quixote de Intel

-AK



To: dougSF30 who wrote (199095)5/28/2006 11:51:01 AM
From: niceguy767Read Replies (1) | Respond to of 275872
 
"and that market is 80%+ AMD at this point."

Speaking of 80%, I'm wondering just how great the erosion in the 60M unit per annum plus mobile sector is as INTC fumbles to cover off its no-show 64-bit offerings? ;-)

(I'm thinking AMD's gains here might just result in a very positive Q3 for AMD and, a once again, not so positive Q3 for INTC. Wonder if INTC's margins will see 50% again this year?)


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