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Technology Stocks : Advanced Micro vs Intel (AMD / INTC)

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To: inex who wrote (2539)1/9/2008 9:37:41 PM
From: Elmer Phud  Read Replies (1) of 2596
 
And I'm under the impression that this segment accounts for the majority of the unit shipments... So, you agree that AMD is in the game in this segment... Good. Me too... :)

Sure, AMD can continue the price war and they can continue to lose 100s and 100s of millions each quarter. In fact I expect them to. That's the problem. They can't make money with an underperforming higher cost product in the lowend. There's nothing on the horizon to change that.
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