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

To: Rink who wrote (207072)	7/28/2006 9:46:15 AM
From: niceguy767	Read Replies (1) \| Respond to of 275872

AMD management's target is 1/3 marketshare by the end of 2008. INTC couldn't stop AMD Revshare gains in Q2 even when it was giving away P4's. P4's comprise at least 50% of INTC's output at the end of 2006 if INTC can overcome CMW production hurdles. Nothing in the foregoing model suggests to me that INTC is likely to succeed in stemming market erosion in Q3 and/or Q4...no matter the performance traits of CMW. Just no point getting too worked up about 2007 just yet as uncertainty remains too great. Look for AMD to break 20% Revshare in Q3 or Q4, up from its current 18.11%.

To: Rink who wrote (207072)	7/28/2006 9:47:05 AM
From: Plissken	Read Replies (1) \| Respond to of 275872

What 65nm may accomplish at AMD is widening the volume gap between Netburst product at the low end and Core 2 at the high end, thus further diminishing returns on 70% of Intel's production by year's end and going forward at least another quarter.