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


To: dougSF30 who wrote (219863)12/10/2006 8:48:41 AM
From: niceguy767Respond to of 275872
 
"Intel has the performance advantage in everything but 4-socket server right now, and even there it is a mixed bag, and Tigerton is likely to help some mid-2007. That's the only place that any "platform advantage" seems to be enough to matter, and that goes away with Nehalem in 2008.

H107 should be awful for AMD, and in H207, Barcelona will need to contend with 45nm Intel parts, and at last rumor, seems to be suffering from a max 2.5GHz clock @ 120W."


Can I infer from the above that you don't think that AMD has any chance of grabbing 20% Revshare in 2007, up from its Q3 18.3% share?