wbmw,
Re: The truth hurts, huh Dan?
Yep. After posting that reply, I kinda felt bad for Dan because I made no effort to respond to the contents of his post. But it is difficult to take what a Droid says as worthy of a response. For example, his main point to the UBS analyst:
Consider his first point: The base assumptions underlying our thesis, which we review in more detail in a section below, include:
Intel's lead in notebooks widens with the upcoming Centrino/ Napa and Santa Rosa platforms to be released successively over the next 18 months.
The reality is that until recently, Intel had almost the entire notebook market - there was essentially no remaining share to gain. What has happened in the past few weeks is that several dozen very competitive new notebook models featuring AMD Turion and Mobile Sempron chips have been released - that will undoubtedly reduce Intel's notebook share, and more important, reduce Intel's margins on that reduced share. The reverse will happen at AMD. Intel's present notebook position is great, but by definition they have nowhere to go but down.
Baloney. AMD has always had notebooks SKU's for sale. They could not sell them. The past few weeks, they simply introduced new SKU's. The implication by Dan is that they have been selling like hotcakes. No. They were introduced much like their predecessors, which did not sell. Also, the fact that they will undoubtedly reduce Intel's market share is pyrrhic and not worth mentioning. For example, to Dan it is a victory when, of the next 1 million notebooks sold, 1 will be a Turion, thus backing his claim that Intel's share has nowhere to go but down. Wow!
IMHO
