Replies to post #18877 on Intel Corp (INTC)

[Dan3]

Re: Baloney. AMD has always had notebooks SKU's for sale

That's flat out not true - at least, not in the way you're presenting it.

AMD has had a few skus in a very limited sub-segment of the notebook market.

What has happened in the past few weeks is that a great many (for AMD) new skus have been introduced and, much, much, more important, they are in segments other than entry level desktop replacement.

HP's new 5lb business notebook, MSI's 4 pound Turion, Acer's 4005 with high end graphics and hig res screen in a 6lb package - there are all new entries into segments in which there was no alternative to Intel's monopoly as recently as 1 month ago.

[wbmw]

Re: AMD has always had notebooks SKU's for sale. They could not sell them. The past few weeks, they simply introduced new SKU's. The implication by Dan is that they have been selling like hotcakes. No. They were introduced much like their predecessors, which did not sell. Also, the fact that they will undoubtedly reduce Intel's market share is pyrrhic and not worth mentioning. For example, to Dan it is a victory when, of the next 1 million notebooks sold, 1 will be a Turion, thus backing his claim that Intel's share has nowhere to go but down. Wow!

I have said before that I don't expect much from Turion. Maybe AMD will increase their mobile share from ~5% to ~8%, but Turion is not the kind of CPU to win 20% of the market when Intel has Centrino.

The funny thing is that when Turion does not sell, it will be yet another proof piece for 'Droids to point the finger and shout "Anti-competitive Monopoly".