Advanced Micro Devices Inc (AMD)

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Re: If you are starting from nearly zero market share in mobile - the downside is not much. Just lost opportunity to take market share from Intel.

Turion started from nearly 0% several quarters ago, but has risen recently to roughly 10% of the market, or about double the share that AMD had prior to the launch of Turion. I'd say that gives Intel roughly a 5% MSS winback opportunity if Turion DC is sufficiently late.