Advanced Micro Devices Inc (AMD)

[mas]

Considering the proportion of X2s of total production will be higher than Core 2s for the next couple of quarters and Dell is getting at least 10m processors from AMD, unit marketshare will carry on swinging AMD's way. However Core 2s will undoubtedly make sure that Intel retain good healthy revenues maybe even revenue marketshare with the lower prices spurring market growth as a whole. I see a win-win for both AMD and Intel until Core 2 ramps fully but then AMD should have 65nm and quad-cores then.