Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.94

-0.1%

3:59 PM EST

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To: dougSF30 who wrote (156150)	4/13/2005 8:17:02 PM
From: neolib	Read Replies (1) of 275872

Most here blame Intel for AMD's FLASH woes. The CPG is up against an even worse problem. FLASH was a multiplayer market. CPU's are only Intel & AMD. The general argument has been that FLASH was about 50% of AMD, but < 10% of Intel, so Intel could stomach a price war there rather than in the CPU arena. True, but next time Intel has the advantage in CPU's AMD will find itself in a world of hurt. Hopefully, AMD uses the competitive advantage they have through 2005 to carve a defensible reputation for the long term, but that remains to be seen. It is such an asymmetric market is the problem. FWIW, I suspect the stock closes down tomorrow. It will be interesting to see what the analyst's think of this spinoff for AMD. Think we will get some upgrades??

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