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

To: Dan3 who wrote (199134)5/28/2006 2:00:26 PM
From: dougSF30Read Replies (2) | Respond to of 275872
 
AMD is not nearly as strong in the worldwide mobile PC market, rising from an 8.9 percent market share in the fourth quarter of 2004 to 12.2 percent in the fourth quarter of 2005, according to AMD.

By either measure, most analysts expect Intel to rebound in August when it launches the mobile version of its new Core 2 Duo chips, code-named Merom, featuring 65-nanometer, 64-bit, dual-core design.

That sounds about right. So Intel will rebound from upper 80s back into >90% of mobile share, I guess.

AMD has managed to greatly increase US *retail* notebook share, but Core and Core2 will reverse that.



To: Dan3 who wrote (199134)5/28/2006 6:48:19 PM
From: drjohnRead Replies (2) | Respond to of 275872
 
From the article.

AMD is not nearly as strong in the worldwide mobile PC market, rising from an 8.9 percent market share in the fourth quarter of 2004 to 12.2 percent in the fourth quarter of 2005, according to AMD.

Best case scenario AMD makes it to 15% before Merom, most likely scenario HPQ gets to write off a whole lot of Turions as they are not selling.


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