Replies to post #5557 on AMD strictly moderated (AMD)

[Ixse]

Elmer, Market share gains were also at a time when there were less SKU's. With Dell Lenovo and more in general the increasing commercial DTs and NBs AMD can continue to gain unit market share. Margin might decline until H2 '07 when Barcelona and derivatives are suppost to impact results.

Regards,

Rink

[KeithDust2000]

Elmer, Do you believe AMD can hold MSS without major price concessions?

Price competition has always been there for AMD. Price concessions are made on a daily basis. They have already cut Opteron pricing without being able to add new speedgrades.