Even as Intel
Even with this design win in its back pocket, AMD remains very much the underdog in the notebook space. HP features mostly Intel chips; I can only find one AMD laptop series from Dell
Little wins with the largest computer manufacturer in the world count for a lot, though we'll have to wait for a while to see any impact on AMD's business. HP's AMD systems won't ship out for another month or more -- and by then, AMD's second quarter will nearly be over. AMD's market share in notebooks is lagging far behind the company's strengths in desktops and server systems, leaving plenty of room for expansion here.
AMD CEO Dirk Meyer hinted at notebook launches like this one in his latest earnings call, and I should expect to see more of them over the next couple of weeks. But again, don't expect any top-line or bottom-line impact from any of it until the third-quarter report in October.
With low share prices and promising developments in the server and laptop sectors, would you buy AMD today? The stock has gotten a bit cheaper since I told you not to buy it, and looks like a better value these days. But that's just my opinion -- share yours in the comments below.
Fool contributor Anders Bylund owns shares in AMD, but he holds no other position in any of the companies discussed here. This story was written on a Samsung laptop with an Intel CPU and AMD graphics, and so the balance of the universe is restored. Intel is a Motley Fool Inside Value selection. Apple is a Motley Fool Stock Advisor pick. The Fool has created a covered strangle position on Intel. Try any of our Foolish newsletters today, free for 30 days. You can check out Anders' holdings and a concise bio if you like, and The Motley Fool is investors writing for investors.