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

To: dougSF30 who wrote (199136)5/28/2006 3:32:23 PM
From: BUGGI-WORespond to of 275872
 
@Doug - Mobile
"
...
That sounds about right. So Intel will rebound from upper 80s back into >90% of mobile share, I guess.
...
"

I don't want to comment on all your "near false" points in
this or that post - doesn't matter and I don't think that I
can stop your AMD paranoia.
But I will advise to you a single bet here. When Intel reaches
your claim (90%+ notebook share at the end of 2006), you will
get a nice present from me. When you ask me, AMD will gain
share quarter after quarter after quarter in notebooks. Keep
an eye on Business SKUs, which will appear and look at normal
Retail SKUs which will see a nice boost variety wise. Core
DUO is good, Merom is better and instead AMD will gain share
from this LOW (for me) base. Could be that we reach 20% at the
end of Q4 - only in Notebooks, of course.

BUGGI



To: dougSF30 who wrote (199136)5/28/2006 3:39:29 PM
From: Dan3Read Replies (2) | Respond to of 275872
 
Re: That sounds about right. So Intel will rebound

LOL !! It's an exact quote for what all the Intel psychos were saying about what would happen when Core Duo launched.

But Intel has LOST share since Core came into the market, not gained share.


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