Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 217.59

+1.1%

Dec 3 3:59 PM EST

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To: Rink who wrote (157027)	4/20/2005 11:35:21 AM
From: NITT	Read Replies (1) of 275872

re"Also Intel raised gross margin for cpu products for 2005. This means AMD will not find much price pressure from Intel this year. My conclusion is AMD cpu rev will do rather well this year." This may or may not be good news for AMD. Margin upside in the short term for Intel is generally driven by volume and ASP. If Intel believes one or both are rising in 2nd half of the year, then that may not be good news for AMD. On the other hand, if the entire market is growing faster than Intel estimated at the start of the year, then AMD could benefit from "all boats rising". We'll have to wait and see.

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