Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 259.65

+2.3%

3:59 PM EST

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To: Plissken who wrote (135728)	10/11/2004 12:21:18 PM
From: g_w_north	Read Replies (2) of 275872

<Assuming it is not unsold high bit density flash and 3.4+ GHz low power Prescotts, the impact will be at the low margin end of things. True, it would suck to lose Lenovo to a glut of Celerons and slow Prescotts, but it might hurt Intel worse than AMD to squirt that stuff out at basement bargain prices.> Agreed but you also know that it will be the same old story with the analysts and the market. Impending doom because of inventory buildup, Intel marketing, 'new' Intel products (six months or a year away), no 64-bit Windows etc. etc.. I'm just trying to play the market swings.

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