Albert, >SSB seems to think that Intel price war would fall short of required effect
on amd. Should hurt intel though
I guess that's your conclusion because SSB concludes nothing like that. Thanks for the article, however, as always you do get these early and post them. You just need to learn how to interpret them. ;-)
Our inputs, which have been verified through formal channels, are that business
at Intel has firmed in the last couple of weeks, with the company recording
both a solid uptick in units and a slight uptick in prices. This gives us
greater confidence the company can at least hit the low-end of guidance ($6.2
billion in revenues, -2% qoq) in Q3.
Our inputs suggest AMD is losing ground to Intel's powerful P4 push on
the desktop at key U.S. OEMs like Gateway (GTW-$10, 3H), Compaq # (CPQ-$14,
3H), and possibly Hewlett-Packard # (HWP-$24, 1M). Press reports also mentioned
IBM # (IBM-$105, 1M), which we believe is minor. Given that this should be
partly offset by increased sale of the low-power Athlon, called Palomino, we
believe the share of the desktop lost by AMD will amount to less than 5% of
company sales over the next year.
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