Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 249.73

+7.7%

11:51 AM EST

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To: Rink who wrote (135726)	10/11/2004 12:16:20 PM
From: g_w_north	Read Replies (1) of 275872

<Question: Intel added inventory. Is that likely to be both in processors and flash?> I don't see how it could not be buildup in both flash and processors. It's well-known Intel is trying to get back the market share that it lost last year and at any cost. Flash market share is more important to them than profitability right now as it affects their bottom-line much less than AMD's. It's also well-known that they have severe excess of CPU inventory and they are not going to sit by and write off all the 32-bit processors sitting on the shelves. Considering that Sempron is also 32-bit, it looks as if there will be a price war coming up. What's new?

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