Sunday, July 17, 2005

AMD Cracks Corporate Laptop Market

The win by AMD for a piece of HP's business is a big step for AMD. Two years ago, AMD had about zero market share in enterprise servers. Now, it's approaching 10%. The same could easily happen with laptops.

Note the increasing revenue per processor that AMD reported in the latest quarter. Laptop Turion chips will help keep the gross margins up.

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