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

To: Dan3 who wrote (255470)	8/12/2008 9:04:58 AM
From: mas_	Read Replies (1) \| Respond to of 275872

Intel will probably put Larrabee in its IGPs.

To: Dan3 who wrote (255470)	8/12/2008 10:39:12 AM
From: wbmw	Read Replies (3) \| Respond to of 275872

Re: AMD's mobile platform (CPU+GPU) is already superior to Intel's. Dan, no it's not. Not even close. If you consider that the ratio of corporate to consumer laptop buyers is 60/40, and the percentage of the mobile consumer market using integrated graphics is 80%, and the percentage of IGP users who play anything more than casual games is about 20%, and the people who play games that the G45 can't handle is 50% of that, then AMD's maximum market is: 40% * 80% * 20% * 50% = 3.2% And that assumes that every buyer who fits into the mold above ignores the Intel brand and chooses the stronger integrated graphics. IMO, AMD can win about 2% of the mobile market with their integrated graphics solution.