Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.80

+1.7%

Jan 16 3:59 PM EST

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To: TechieGuy-alt who wrote (147696)	1/13/2005 3:46:44 PM
From: TGPTNDR	Read Replies (1) of 275872

TGA, Re: Intel's strategy is not to cause pain to AMD. It is to keep AMD from looking like a winner and with ~50 of AMD's revenues coming from flash and only ~10% of Intel revenues coming from Flash, flahs is a huge lever that Intel can use to gore AMD's profits- thus keeping AMD from looking like a winner- which AMD was more and more likely to do based on its CPG results.> That may be a secondary concern. Intel's primary concern is charges for under FABS/utilized equipment. They've stated that there's very little flexibility in the CPU pricing curve, not so in Flash which is all about price. Now that INTC seems to have some kind of handle, however nebulous, on producing P4s that are kind of competitive look for more capacity to switch to flash and prices to adjust accordingly. JIMHO, -tgp

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