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KeithDust2000

01/23/07 5:15 PM

#6277 RE: wbmw #6275

wbmw, Good call, Keith, but does this comfort you in the face of market share loss in servers?

I don´t need no comfort since

1) I sold all my AMD shares in December as posted here.

2) Server share losses were predicted in every analyst report for Q4 that I read. Also, with AMD´s stunningly crappy execution (or should I say total stagnation) on so many fronts, is there any reason to not expect that to continue going forward? I´m extremely unhappy with AMD for so many reasons, and quite simply, they deserve bad results. You can´t expect to do nothing for a whole year and still thrive.

P.S. Intel grew mobile revenues by ~19% sequentially.

Thanks.




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jhalada

01/23/07 5:25 PM

#6278 RE: wbmw #6275

wbmw,

I think the results (segment-wise) are what I would expect. Intel gained share in performance-sensitive parts of the market (servers), very likely gained in high end of the desktop, but lost big time in areas where people couldn't care less about the performance (notebooks, mainstream to low end desktop).

Joe