AMD strictly moderated (AMD)

[BUGGI1000]

@WBMW - share
I think a key spot for AMD this year will be notebooks. Its
(was) the most weakest segment at AMD (volume wise -> MSS) now and
its the hot margin area for Intel. I haven't seen something
new from Intel in the last time. Ok, the products are very
good, but Merom with 65nm and 35W TDP limit is at the max
bin point now or very very near to this. 2,33G is a very strong
comp. for AMD, but keep in mind that AMDs 65nm TDP ratings are
very good already now and they will get better. So, untill
45nm (and thats a big question now) I see nothing special
from Intel and that means that the whole coming year, Intel
will not have something "really" new. So, with the new ATI IGP
chipsets and the new mobile GPU devices and new Mobile CPUs,
AMD will have (when you ask me) the best notebook product
line for a very long time, if they ever had this good one.
Now they have nearly all (if not all) OEM on board and they
have already many designwins. For me, its no question, that
the very fat margin segment for Intel will get under huge
pressure this year from AMD. AMD will gain MINIMUM 5% Notebook
share this year (thats my own (low) guess)- be prepared.