What I'm hearing today is that AMD's performance advantage is going to narrow in the next six months, or AMD may even lose its performance advantage. That doesn't necessarily mean they're going to lose market share.
AMD's performance advantage is going to narrow in the next 6 months, and it may even reverse.
The dollar share shift over the past five quarters is truly unprecedented in this market segment, and highlights the challenge Intel faces as it brings next generation products to market in the second half of the year.