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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 207.480.0%2:19 PM EST

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To: combjelly who wrote (162737)6/28/2005 1:55:15 PM
From: TGPTNDRRead Replies (1) of 275872
 
CJ, Re: Personally, I don't care if Intel pays damages or not. It is much more valuable for them to cease those practices for even a year.>

LOL.

Even if Intel were to completely stop selling PC chips I doubt AMD would be able to make and contract more than 50 M of them in the next 12 months starting today. I'd guess they're already making around 25M today.

*BUT* I'd guess the ASPs would go up.

And I'd bet the Geodes would pick up some slack.

I was tremendously impressed with point 48. Who would have guessed HP couldn't sell machines based on Free Processors?

-tgp
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