Replies to post #3054 on AMD strictly moderated (AMD)

[tecate]

Hmm no they mentioned AMD also.

The decline is not surprising, says Sam Bhavani, the principal analyst covering mobile electronics at industry research firm Current Analysis. While notebook sales surged in 2005 as prices dipped below the $1,000 mark, 2006 is looking like a year of transition, says Bhavani. Intel (INTC:Nasdaq - commentary - research - Cramer's Take) is slated to introduce a 64-bit notebook processor in the second half of this year, while Advanced Micro Devices (AMD:NYSE - commentary - research - Cramer's Take) is planning to release dual-core notebook processors.

All of these things, says Bhavani, "lead to the decision of a consumer or a corporation to say, 'Hey, maybe I'm going to wait because there's some big advantages in computing that are just around the corner.'"

isn't their core duo (oops dual core) around de corner?

[The Duke of URL]

Well, the assume is a large one.

First you have to assume that Turion is doing more than "shipping for revenue" like last time, which as we have found through casual empiricism, is 9 months prior to shipping in any small volume.

Second, you have to assume that the Osborning of Intel because of 64bit or would you prefer dual core only affects Intel products and not AMD, but it is a hard argument to say that Osborne only applies to one of two simular products. You could say that it is the consumer waiting for AMD that is Osborning Intel, but that has not been true for four years now in the notebook market.

Next you still have to ignore the Centrino effect, which if you are naive enough to believe is a marketing slogan, I will personally vote for you to be the next president of AMD.

Next you have to ignore the slow down in the economy or say that this time being poorer only affects Intel customers and not AMD customers.