Replies to post #6512 on AMD strictly moderated (AMD)

[wbmw]

BUGGI, I think that AMD is in a position where they can grow, simply by filling segments where they have almost no penetration today. They did this with Dell already and grew units handsomely.

However, you should not expect Intel to just let AMD gain share without bounds. 25% of the market may be a good equilibrium point for AMD, especially if Intel is content in the growth CAGRs that they are still seeing in the mobile space. However, if this growth slows, I would expect Intel to leverage their huge pricing advantage to gain share back from AMD.

Looking at the gap between Intel's mobile pricing and AMD's, I'd say that Intel has a lot of room to lower prices to compete for share. But I don't think they will do this, as long as they continue to grow in this segment.

[KeithDust2000]

Buggi, Alone the fact that nearly or all OEMs sell AMD books now is one "hint", that the share will further rise without doing drastic new technical things.

For now, INTEL looks well protected considering Toshiba, Lenovo, Apple, Sony and many smaller players are still INTEL-only
in the notebook space. Make no mistake, Toshiba and Lenovo´s combined NB market share is in the HP or Dell league. With the current design wins, I don´t see much room to grow marketshare in mobile. AMD is a non-starter in commercial notebooks, there are still way too many INTEL-onlies, and there´s Dell´s limited support. Too many barriers at this point.