The processor market is more fragmented than the hard drive in your mother's computer. The players in this industry are only slicing the pie in ever-thinner slices, too.
The latest example comes from Advanced Micro Devices
AMD has named a few hardware partners, but the end users in this narrow sector typically don't talk much about their hardware choices; if Rackspace
That doesn't mean that AMD is wasting its time, though. Sales are sales, even if nobody breaks them out in press releases and presentation slides; AMD is sure to ship these chips by the pallet to a range of anonymous customers and happily pocket the revenue. It's a smartly positioned product line with a tight, narrow focus, and all of it is priced to move. Intel
After several lean years, AMD is back in black and poised to perform, though the meat and potatoes of the company's strategy won't be served until next year. Buyers of this stock still need a healthy dose of patience. No matter how AMD slices up the total market, neither this wave of chips nor the next will ignite the rocket engines right away.
Or will they? Discuss the matter 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. Intel is a Motley Fool Inside Value pick. Rackspace Hosting is a Motley Fool Rule Breakers recommendation. Amazon.com is a Motley Fool Stock Advisor pick. The Fool has created a covered strangle position on Intel. Motley Fool Options has recommended buying calls 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.