AMD strictly moderated (AMD)

[BUGGI1000]

@WBMW - notebooks
I don't think, that your arguments are so strong, that they
support Intels 85% share or more in some sub-segments. Alone
the fact that nearly or all OEMs sell AMD books now is one "hint",
that the share will further rise without doing drastic new
technical things. Your also well aware, that AMD was mainly
locked out from the business segment. Its clear too, that they
could only gain here and they will - the only question is how
fast. I think performance is one aspect for a buyer but there
are many many more. When we look at the past, you couldn't
buy a 15' book with a AMD CPU, the buyers had to buy Intel -
it was that easy. Or if the buyer wanted XP Pro, he/she
couldn't buy AMD - the only choice was Intel. I could go on
and on, what I want to say here is, that VERY KEY features
were missed mostly in the past because the OEMs shipped no
modells. Its clear, that these KEY features are the same now
and I don't believe, that Intel has any 11n advantage as one
example. The biggest argument for me is the given base. We
are all well aware, that AMDs share is relativly small. When
you start from a small base, its "easy" to gain and thats the
main reason why AMD will gain share. Add technical aspects
and you have a second strong point for gaining share. So, the
question for me is not whether AMD will gain share this year,
the question is how much and I'm expecting now minimum 5%,
probably more.