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

To: NicoV who wrote (236986)	7/24/2007 4:09:24 PM
From: dougSF30	Read Replies (1) \| Respond to of 275872

You guys are both smoking the wacky stuff again. Griffin will be seriously uncompetitive. Period. Fusion is a 2009 thing, for MCM, at best, and it isn't like Intel won't have something just as good or better in that timeframe.

To: NicoV who wrote (236986)	7/25/2007 1:43:38 PM
From: Petz	Read Replies (1) \| Respond to of 275872

re: Let's not forget that most of Intels profits come from the mobility group. For the average consumer and the average business, it hardly makes any sense whatsoever to buy a traditional desktop anymore. The plummeting price of the LCD makes the cost penalty of laptops smaller and smaller. The desktop market itself will morph into a 50/50 split of traditional desktop and ever-smaller HTPC's. Whoever gets to an integrated CPU/GPU at 35w first will gain a couple points of market share per month. Petz