Advanced Micro Devices Inc (AMD)

[jhalada]

wbmw,

You most certainly did doubt Centrino's success, along with a number of others, right up to the point where the data most decidedly contradicted you.

I did? Can you show me? I repeatedly pointed to Pentium M as a good architecture and step in the right direction for Intel. My criticisms had to do with Netburst and Itanium. It is good (for my net worth) that it is taking so long for Intel to realize this.

My major worry was, and continues to be, that Intel will match AMD with integrated memory controllers, and deny "free" 10 - 20% performance advantage AMD get out of them, but again, good thing (from point of view of AMD investor) is that Intel continues to stumble here.

Based on pricing, single core Turion already competes with Celeron M, so it will be interesting what happens to AMD's ASPs as Yonah ramps.

So you are expecting ASP erosion on top of loss of 1/2 of the market share?

I think nothing happens on ASP front, since Celeron M is not Yonah, and Celeron M doesn't really get much out of the new single Yonah core.

Personally, I'm expecting a Turion dual core paper launch later this quarter with availability mid-year, enough to make the first Turion launch seem on time.

On that, I have similar expectations.

Joe