Das meint Wall-Street Analyst Robertson Stephens (RS):
"According to RS, AMD has a "solid processor roadmap, superior price/performance versus Intel and flawless execution on process technology in Dresden". All of which, the company reckons, will lead to "continued market share gains".
RS' report to investors goes on: "We believe the company is taking the right steps to improve its positioning - particularly in the high-performance desktop and notebook markets... That should serve the company well in the second half of 2001 and beyond."
To that, add the low-end server space, targeted initially with the next-generation Athlon, Palomino. AMD has negligible marketshare in that arena or the mobile market, so even the smallest increase in sales is a real gain..."
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