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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.11+3.9%3:59 PM EST
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To: economaniack who wrote (184390)1/19/2006 5:31:48 PM
From: BiomavenRead Replies (4) of 275872
 
Very interesting analysis.

Let's assume you are correct and the Intel low-marginal cost incentive program has indeed broken down. (And it's certainly possible that the lawsuit had a big influence on this). What do you see that doing for Intel's and AMD's next quarters? What does Intel's new pricing model look like?

I'm still puzzled by the huge ASP disparity between Intel and AMD.

Peter
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