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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 208.28

+2.5%

11:59 AM EST

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To: niceguy767 who wrote (149217)	1/27/2005 10:38:57 AM
From: kpf	Read Replies (3) of 275872

niceguy Yeah. Taking shares back by driving some prices down to variable costs in the embedded space is probably the only way to accelerate the inevitable squeezeout of smaller players. Will take a while though before it will finanlly happen. Especially Korean players are well known for their ability to hold breath for longer than you would expect they could. Couple quarters of bleeding red ink for everybody in NOR, unavoidably. The worst of it is still to come. But well, these are the imminent playing rules of memory markets. If you can't stand it, you better look for another game. Apologies for putting it as brutal as it is. K.

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