"While AMD's new platforms should not pose a significant threat to Intel's dominance, we do see the potential for a more robust 45-nanometer server based offering, combined with strong product execution, to drive share gains against Intel over the next year," Berger wrote. He added that the market wants "a robust second supplier (AMD) and will be willing to give this second source supplier business if its product offering is competitive on cost, power consumption, and computational processing power."

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