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Re: BUGGI1000 post# 6512

Thursday, 02/15/2007 12:40:59 PM

Thursday, February 15, 2007 12:40:59 PM

Post# of 6903
Buggi, 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.

For now, INTEL looks well protected considering Toshiba, Lenovo, Apple, Sony and many smaller players are still INTEL-only
in the notebook space. Make no mistake, Toshiba and Lenovo´s combined NB market share is in the HP or Dell league. With the current design wins, I don´t see much room to grow marketshare in mobile. AMD is a non-starter in commercial notebooks, there are still way too many INTEL-onlies, and there´s Dell´s limited support. Too many barriers at this point.

Keith

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