Intel Corp (INTC)

[smooth2o]

...and this part:

Spansion, a joint venture between Advanced Micro Devices and Fujitsu, meanwhile, saw sales sink. Revenue came to $538 million, a 20.1 percent drop from the second quarter. Spansion's market share dropped to 13.5 percent.

So, it looks like the analysts are right. AMD should continue to lose market share to Intel's fabs in '05. I don't see how AMD can avoid this. Intel is "back in the saddle again". Well, OK, it took 3 years, just like I said it would, after normal design-in cycles. It's a tough world out there...

Smooth