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

To: Petz who wrote (238560)	8/9/2007 6:20:19 PM
From: wbmw	Respond to of 275872

Re: The initial market share gains for server CPUs won't come from customers who switched to Intel, it will come from current customers who have been sitting on their thumbs. Not sure how big the market is of people who have waited the last 9 months (since Clovertown) for Barcelona launch, but however large this is, they aren't all going to buy AMD for the sake of buying AMD. They will look at the benchmarks, and judge for themselves. And whoever thinks that Barcelona coming in late and at 2.0GHz won't have an effect on anything, I think they'll soon see quite the opposite.