Advanced Micro Devices Inc (AMD)

[Tim Fowler]

AMD's share is 1.35%

Who can measure 1.35%?

AMD's revenue share increase is 1.35% (probably can't be measured that precisely so it might be better to use a less precise sounding One and third percent, or even 1% if you want its almost definitely at least that). That 1.35% (or 1 to 1.5% to include a fudge factor), represents a lot of money.

Believe me, nothing has changed!

That depends on what scale you are measuring things. If you are looking at the Q to Q CPU profitability for AMD that extra bit will help a lot. Does it mean that Intel is doomed or AMD has become the top dog? Not even close. The change is at the margin not a major flip in market position. If such growth can continue for awhile AMD will be in a good position, but it is still just about impossible for AMD to overtake Intel in market share any time soon. It doesn't have the capacity and even if it did such changes take a long time (and often don't happen at all)

Tim