Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.83

+1.7%

Jan 16 9:30 AM EST

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To: dougSF30 who wrote (148535)	1/20/2005 6:06:51 PM
From: heatsinker2	Read Replies (3) of 275872

Doug, "It (Smithfield) probably yields better than high-bin Prescott" Well that's an interesting thought, could be true... The Smithfield thing does not make sense to me. And I don't believe Intel is totally stupid. So what's up? Maybe this is gonna be like flash. A loss leader for Intel that aims to screw up AMD's strategy. Intel has a ton of capacity, AMD doesn't. Maybe Intel wants to make dual core a standard item, forcing AMD to tie up its capacity making dual core at a low price. Since Intel will continue to have a frequency advantage in dual core, there will be some benchmarks that Intel can win, forcing AMD to match their price. I wouldn't think that AMD and the market would be stupid enough to fall into this trap, but who knows. Megahertz sells, right?

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