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

To: eracer who wrote (214975)	10/25/2006 8:56:10 PM
From: pgerassi	Read Replies (2) \| Respond to of 275872

Dear Eracer: Yes its positive, but it is also ramping. It also gets all those new customers to have good feelings about AMD. The users get smarter and then their income grows. Soon not only will they buy higher priced PCs with higher margins, they will likely stay with AMD and specify it to their bosses. Second, the use of Fusion will increase AMD's revenue per unit, its margins and increase earnings. And push x86 marketshare into the billion units a year range. What is a billion units times $50? $50 billion revenue bigger than the entire current CPU market. Much larger than the $5-6 billion in CPU revenues of AMD this year. Where does that leave Intel? Leaner, meaner and well behind. Pete