InvestorsHub Logo
icon url

rlweitz

01/21/06 12:29 PM

#69990 RE: sgolds #69985

That does not mean that AMD becomes the new Intel.

I don't think you'll find many on this board who believe AMD can deliver a lasting knockout punch. My highest long term expectation is achieving a legitimate duopoly with Intel. AMD has progressed from chimp to a chimp on steriods, but has a long way to go before mutating into a 400 pound gorilla. Look at Q4 results with less than 20% marketshare. What will EPS look like if we achieve 35-50%?