"We hear a very similar tone out of AMD that we did out of Intel," said Cody Acree, an analyst with Stifel, Nicolaus & Co. "Intel set a tone that will be repeated for most companies, not just in the PC space, but the market as a whole." While AMD is regarded as having competitive products, AMD doesn't have a product in one area where Intel is gaining ground: chips for "netbooks," or mini-laptops. Intel's Atom chip for netbooks has been a hit.

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