Intel Corp (INTC)

[wbmw]

Re: 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!

I have said before that I don't expect much from Turion. Maybe AMD will increase their mobile share from ~5% to ~8%, but Turion is not the kind of CPU to win 20% of the market when Intel has Centrino.

The funny thing is that when Turion does not sell, it will be yet another proof piece for 'Droids to point the finger and shout "Anti-competitive Monopoly".