Replies to post #68595 on Advanced Micro Devices Inc (AMD)

[jhalada]

Keith, what do you think is AMD's exposure in the mobile space with Turion DC's schedule still unknown.

If you are starting from nearly zero market share in mobile - the downside is not much. Just lost opportunity to take market share from Intel.

Joe

[KeithDust2000]

wbmw, INTEL owns the mobile market in such a way that I think it´s unlikely that they will "gain back" share in 2006. For that to happen, they would first have to lose it. AMD´s mobile market share (that btw. consists of much more than just Turion) is currently even below their historical norms, despite a much more competitive product line-up and infrastructure support. If you ask me, it´s artificially low, and can only grow this year even though INTEL should have the better product line-up for the high-end notebook space for most of the year, starting with Yonah as we speak.