Advanced Micro Devices Inc (AMD)

[smooth2o]

Tim Fowler: 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)

Agreed. No doubt that if this trend (if it is one) continues, it would benefit AMD a lot. The prospect of AMD having 30% MS anytime soon is unreasonable, including next year. The potential of AMD high volume production is worrisome. That would denigrate the market. Process technology is too expensive if expansive volume does not accompany the growing market. Two fumbling companies will not produce the enormous R&D required to enable new technologies and standards that have kept this market in gear for ages. Without that you have two disparate architectures going in different directions. We can tolerate some differences in uP architectures, but the system architectures need to be somewhat compatible.

Smooth