AMD seems to be in trouble ...

[nyker96]

check this out:
hxxp://www.tgdaily.com/2007/01/12/amd_q4_earnings_forecast/

 

[StopSign]

No surprise there. Intel came out of nowhere with the Core 2.

 

[Roguestar]

Exactly. When your opponent releases a new product and regains market share, that market share is coming from somewhere. I'd not worry about them yet, AMD have a lot of new stuff on the way. It'll be an interesting year.

 

[sdsdv10]

Market share isn't the only point. Even if AMD sold more chips in the last quarter than the previous year, the ~50% price drop that the Conroe launch/pricing forced on them would take a big bite out of their earning.

 

[aka1nas]

Yeah, dropping the price in half on your mainstream lineup probably hurts the bottom line, I imagine. Especially if you are supply constrained and cannot ship a massively larger quantity of product.

 

[nippyjun]

Imagine what the numbers would have been if Dell hadn't started using amd chips.