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

To: mas_ who wrote (255247)	8/5/2008 12:46:14 PM
From: dougSF30	Read Replies (1) \| Respond to of 275872

Get ready to laugh at AMD's eroding mobile marketshare.

To: mas_ who wrote (255247)	8/5/2008 1:11:43 PM
From: wbmw	Read Replies (2) \| Respond to of 275872

Re: I was laughing at Doug's completely ridiculous claim that AMD mobile chips were seriously under threat from Atom. Maybe you're assuming he meant that Atom would take away Sempron sales. I don't think that will be the case (it's Celeron's job to do that), but Atom can still win MSS for Intel over AMD by growing the total size of the market. It does this by enabling more people to afford low cost laptops (priced lower than any Sempron for a given feature set), and also by lowering the barrier in mature markets for people to afford secondary or tertiary PCs. Increasing the total size of the market works just as well for increasing market share.